Asset Specialist - Priority - Regional Sales
Kotak Mahindra Bank
2 - 5 years
Mumbai
Posted: 02/05/2025
Job Description
- work with RM, BM & AM to identify for respectively mapped families the opportunity to enhance PH & SH by catering to customer requirements across borrow, save, protect, pay and invest category(ies)
- Ensuring Branch and RM activation in each product/category to ensure that each Branch / RM is working towards the propositions as a whole and not biased towards limited products/services
- Help RMs in improving their customer coverage, in achieving their SOPs and in improving their earning by highlighting work-areas for each RM
- Driving Health Score for both RM and Branch collectively so that RMs are improving on their productivity and also in-turn branches are also improving on profitability
- Driving digital adoption of internal systems, platforms (eg CRM) that will enable tracking of lead quality, lead fulfilment and RM throughput
- Driving campaigns to ensure top of the funnel drive for each product in relevant catchments and monitor for lead quality and lead conversions
- Monitoring customer coverage regularly so that all customers are touch based in set periods
- Liaise with relevant departments to ensure and fast-track cases wherever being stuck
- A passion for solving Customer Problems and ensuring great user experience
- Basic understanding of application flow in each Product
- High degree understanding of CRM and other tech platforms
- Ability to read and interpret data and dashboards and help strategically implement initiatives in his / her catchment
- Experience in data driven decision making and analytical thinking
- Ability to work effectively with cross functional teams and manage various stakeholders
- High levels of empathy
About Company
Kotak Mahindra Bank is one of India's leading private sector banks, offering a wide range of financial services including personal banking, corporate banking, investment banking, insurance, and asset management. Established in 1985 and headquartered in Mumbai, it is known for its innovative banking solutions, customer-centric approach, and strong focus on digital transformation. The bank caters to diverse customer segments, from individuals to large corporations, emphasizing trust, transparency, and growth.
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