Product Sales Manager-CMS-Branch Banking-CMS

Kotak Life Insurance; Mumbai; On-site; INR 1,800,000 - 2,400,000; Full time

Job summary

Kotak Life Insurance is seeking a seasoned professional to lead a team of relationship managers in Mumbai. You will drive channel development across branches, DSAs, and builders while ensuring the team hits sales targets and sustains high productivity.

The role focuses on deepening client relationships, including HNI accounts, and cross-selling CASA and TPP. The ideal candidate has 8-10 years of relevant experience in banking products, with a strong emphasis on assets and relationship

Qualifications

• Minimum 8-10 years of experience.
• Expertise in banking products, especially Assets.

Responsibilities

• Lead a team of relationship managers.
• Manage and deepen relationships with Channels (Branch, DSA, Builder).
• Achieve team targets and sales volume.
• Ensure productivity across locations and teams.
• Oversee NPS for locations.
• Manage HNI clients and deepen relationships with them.
• Cross-sell CASA and TPP.

Skills

Interpersonal skills

Team leadership

Relationship building

Job description

About The Role

Job Role:

• To lead a team of relationship managers.
• Manage, develop and enhance deepening of the relationship with Channels (Branch, DSA, Builder)
• Responsible for achieving team targets and sales volume.
• Ensuring Teams Productivity along with Location Productivity
• Responsible for Location NPS
• Managing HNI Clients and responsible for deepening of the relationship with them
• Responsible for cross sell of CASA and TPP.

Job Requirements

• Should have good interpersonal skills.
• Ability to manage, motivate and lead team.
• Should possess relationship building skills.

Job Specifications

• Should have minimum work experience of 8-10 years.
• Expertise in banking products specially Assets.