About The Role

JD as follows:

Role:

Working with the branch and sales channels to acquire current NR clients.

Think through marketing plans and reward programs to get both the resident clients involved for reference and employees for closure.

Get in touch with top end clients and own up targets for FX, CASA and TD.

Identify clients which have the potential to increase balances/transactions and enhance transactions.

Share the gap areas with area managers and RBM and help them take decisions in terms of enhanced focus to meet targets.

Job Requirement:

Understanding channel management and conflicts handling.

Ability to collaborate with all the units involved in the customer service cycle to ensure customer delight.

Connect the marketing campaigns with the actual status on ground.

Detail orientation towards the new client engagement process.

Understanding the client nuances and handover process to NR team.

Be able to excite channels and run campaigns with them.

📌 Product Sales Manager-NR-Retail NR-Regional sales (Kochi)
🏢 Kotak Life Insurance
📍 Kochi