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Kotak Life Insurance
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Cluster Manager - Retail Institutions

Cluster Manager - Retail Institutions

Kotak Life Insurance

3 - 7 years

2 - 6 Lacs

Chennai

Posted:8 hours ago| Platform:

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Skills Required

cash management sales fx trade relationship management cluster management area sales management channel sales investment banking business development retail sales banking products cross selling retail branch management marketing derivatives finance

Work Mode

Work from Office

Job Type

Full Time

Job Description

The prime responsibility is to manager a team of SRM/RM of the state and ensure they interact & liaison with Finance Heads/ Accounts Officers/ Key Decision Makers in various Institutions like Trusts, Societies, Educational bodies, Hospitals, Associations, Clubs, Co-op Banks, Cooperatives, Religious/ Charitable Organizations, Corporate/PSUs retirlas, NGOs, etc. to source business & offer customized financial solutions for their needs.

To ensure growth of own & regional CASA & TD portfolio of clients by cross-selling products & services like CMS, Trade/FX, Loans, Fees Collection, Digital banking solutions, etc.

Liaising with RL branches, to source new business (other than own sourcing) and also provide customized product/sales support to branches involved in generation of leads.

Good communication and presentation skills, negotiation skills with ability to interact with people at various levels of the organization and outside environment, strong sales and relationship management skills.

Good knowledge for deal structuring and knowledge of various products/ services including Cash Management, Trade/FX and General Banking Products, Processes and Operations would be an added advantage.

Interpersonal effectiveness and influencing skills - Ability to speak with conviction using data and logic.

Analytical - Ability to break the complex issues into smaller more manageable chunks, ability to look at trends and interrelationships, ability to understand the underlying needs of the clients.

Process orientation- Ability to manage information in structured and systematic manner.

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Cluster Manager - Retail Institutions