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Kotak Mahindra Bank
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Area Manager

Area Manager

Kotak Mahindra Bank

8 - 10 years

15 - 16 Lacs

ahmedabad

Posted:1 day ago| Platform:

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Skills Required

loans basic data analysis investment products team management mutual funds credit cards sip salesforce crm crm

Work Mode

Work from Office

Job Type

Full Time

Job Description

Area Manager 811 Premier

Job Role :

Managing a portfolio of 800-900 customers

The Team Manager will be responsible for managing a Team of 10-12 Relationship Officers

Engaging with the mapped customers (via digital medium and physical meetings) to fulfil their service requirements

Increase the Relationship Value of mapped customers

Cross-Selling Investment Products (Mutual Funds, Demat Accounts, SIP etc.), Insurance Products ( Life and Non-Life), Credit Cards and Loans

Increase in Relationship Value of Portfolios mapped to Relationship Officers

Ensuring all mapped Relationship Officers are IRDAI and AMFI/EUIN certified

Job Requirements :

Minimum 8-10 years of Sales Experience

Prior team management experience of at least 3 years

Basic Excel knowledge and ability to perform non-complex data analysis

Basic understanding of Customer Relationship Management (CRM) tools like salesforce, CRM next

nan

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Kotak Mahindra Bank

Banking

Mumbai Maharashtra

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