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 800-900 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