Deputy Manager



Prov HR Solutions Private Limited
Chennai, India
Junior: 1 to 3 years
400000 - 600000 (Per Year)
Posted on February 25 2023

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About the Job


Mutual Funds
Portfolio Management

We are Hiring!!!

Leading Bank Hires

Designation : Deputy Manager

Salary Max upto 6L

Roles and Responsibilities:

The Relationship Management Team at Kotak 811 is the custodian of the top tier accounts of Kotak

811. As a part of the team the Relationship Officer will be responsible for:-

1. Managing a portfolio of 800-900 customers

2. Engage with these customers (via digital medium and physical meetings) to increase the Relationship Value

3. Cross-Selling Investment Products (Mutual Funds, Demat Accounts, SIP etc.), Insurance Products ( Life and Non-Life), Credit Cards and Loans


Basic Requirements:

1. Minimum 2-3 years of Sales Experience/ Key Account Management

2. Good Communication skills

3. Basic Excel knowledge and ability to perform non-complex data analysis

4. Basic understanding of Customer Relationship Management (CRM) tools like salesforce, CRMnext.

Mandatory Requirement:

1.AMFI/EUIN and IRDAI SP Certification

Preferred Profiles:

1.Previous experience as a Relationship Manager in Banking, Insurance Direct Sales ( Life or General), Securities Sales or other financial products sale

Interested candidates contact 9384822938

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