Home
Jobs
Kotak Life Insurance logo

s

1 - 4 years

1 - 5 Lacs

Surat

Posted:22 hours ago| Platform: Naukri logo

Apply

Skills Required

team management sales salesforce relationship management crm amfi data analysis customer relationship investment products digital media credit cards portfolio key account management financial products sales mutual funds sip asset direct sales

Work Mode

Work from Office

Job Type

Full Time

Job Description

About The Role Job TitleTeam Manager 811 Relationship GradeM3/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 800-900 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

More Jobs at Kotak Life Insurance

Relationship Manager -Direct Marketing

Pune, Delhi NCR, Rajkot

1 - 6 yrs
|

INR 1 - 4 Lacs

Senior Manager / Chief Manager

Goregaon, Virar, Mumbai (All Areas)

5 - 10 yrs
|

INR 4 - 9 Lacs

Relationship Manager -Direct Marketing

Ahmedabad, Surat, Mumbai (All Areas)

1 - 6 yrs
|

INR 1 - 4 Lacs

Management Trainee - CA Fresher

Mumbai Suburbs

Experience: Not specified

|

INR 8 - 9 Lacs

Recruitment Drive For FLS- Jodhpur- 9th Apr 25

Jodhpur

2 - 7 yrs
|

INR 5 - 9 Lacs

Mock Interview

Practice Video Interview with JobPe AI

Start Team Management Interview Now

My Connections Kotak Life Insurance

Download Chrome Extension (See your connection in the Kotak Life Insurance )

chrome image
Download Now
Kotak Life Insurance
Kotak Life Insurance
www.kotaklife.com

Insurance

Jaipur

4000+ Employees

493 Jobs

    Key People

  • Mahesh Balasubramanian

    Managing Director & CEO

  • Kavitha Kamath

    Executive Vice President

RecommendedJobs for You

Kotak Life Insurance logo

s

Kotak Life Insurance

Surat

Altus Engineering Solution Pvt Ltd logo

s

Altus Engineering Solution Pvt Ltd

Ahmedabad, Gujarat, India

RBG HR Services LLP logo

Relationship Manager Direct Sales ( S2S ) - Life Insurance

RBG HR Services LLP

Kolkata, Barasat, Howrah

RBG HR Services LLP logo

Relationship Manager Direct Sales - Life Insurance

RBG HR Services LLP

Chinsurah - Magra, Kolaghat, Bankura

DBS Bank logo

Senior Associate, Treasurs Relationship Manager

DBS Bank

Vadodara

Chola MS General Insurance Company Ltd logo

Sales & Marketing ( Agency & Bancassurance)

Chola MS General Insurance Company Ltd

Hubli, Bengaluru

4S Advisory's logo

Head / Senior Relationship Manager - Wealth Management

4S Advisory's

Bengaluru

Karur Vysya Bank logo

Relationship Manager - SMART

Karur Vysya Bank

Mumbai, Chandigarh, Amritsar

Care Health Insurance logo

Broker Relationship Manager

Care Health Insurance

Gurugram

Wego Consultants logo

Bancassurance Credit Life - 4 lacs

Wego Consultants

Rohtak, Agra, Gurugram