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Regional Asset Cross Sell Manager-Branch Banking-Regional sales

3 - 8 years

4 - 9 Lacs

Posted:6 days ago| Platform: Naukri logo

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Job Type

Full Time

Job Description

About The Role 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

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Kotak Life Insurance
Kotak Life Insurance

Insurance

Jaipur

4000+ Employees

2639 Jobs

    Key People

  • Mahesh Balasubramanian

    Managing Director & CEO
  • Kavitha Kamath

    Executive Vice President

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