Job Description
Job Title: Team Manager 811 Relationship
Grade: M3/M4
The Relationship Management Team at Kotak 811 is the custodian of the top tier accounts of Kotak 811. The Team Manager will be responsible for managing a Team of 10-12 Relationship Officers whose primary responsibilities are:-
1. Managing a portfolio of 800-+00 customers
2. Engaging with the mapped customers (via digital medium and physical meetings) to fulfil their service requirements
3. Increase the Relationship Value of mapped customers
4. Cross-Selling Investment Products (Mutual Funds, Demat Accounts, SIP etc.), Insurance Products ( Life and Non-Life), Credit Cards and Loans
Key Responsibilities:
1. Increase in Relationship Value of Portfolios mapped to Relationship Officers
2. Ownership of Top line targets across Investment Products, Insurance and Asset Products
3. Ensuring all mapped Relationship Officers are IRDAI and AMFI/EUIN certified
4. Driving Resource Activation across Investment Products and Asset Products
Basic Requirements:
1. Minimum 8-10 years of Sales Experience
2. Prior team management experience of at least 3 years
3. Excellent Communication skills
4. Basic Excel knowledge and ability to perform non-complex data analysis
5. Basic understanding of Customer Relationship Management (CRM) tools like salesforce, CRMnext
6. AMFI/EUIN and IRDAI SP Certification
Preferred Profiles:
1) Previous experience as in Banking, Key Account Management, Insurance Direct Sales ( Life or General), Securities Sales or other financial products sales
Grade: M3/M4
The Relationship Management Team at Kotak 811 is the custodian of the top tier accounts of Kotak 811. The Team Manager will be responsible for managing a Team of 10-12 Relationship Officers whose primary responsibilities are:-
1. Managing a portfolio of 800-+00 customers
2. Engaging with the mapped customers (via digital medium and physical meetings) to fulfil their service requirements
3. Increase the Relationship Value of mapped customers
4. Cross-Selling Investment Products (Mutual Funds, Demat Accounts, SIP etc.), Insurance Products ( Life and Non-Life), Credit Cards and Loans
Key Responsibilities:
1. Increase in Relationship Value of Portfolios mapped to Relationship Officers
2. Ownership of Top line targets across Investment Products, Insurance and Asset Products
3. Ensuring all mapped Relationship Officers are IRDAI and AMFI/EUIN certified
4. Driving Resource Activation across Investment Products and Asset Products
Basic Requirements:
1. Minimum 8-10 years of Sales Experience
2. Prior team management experience of at least 3 years
3. Excellent Communication skills
4. Basic Excel knowledge and ability to perform non-complex data analysis
5. Basic understanding of Customer Relationship Management (CRM) tools like salesforce, CRMnext
6. AMFI/EUIN and IRDAI SP Certification
Preferred Profiles:
1) Previous experience as in Banking, Key Account Management, Insurance Direct Sales ( Life or General), Securities Sales or other financial products sales
💡 Quick Summary
Seeking a career-building opportunity? The Area Manager|811 Premier|Digital Banking Kotak 811|RL position is now open for candidates interested in the Bank Jobs sector. This role in Thane offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.