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National Relationship Manager - Alternate - L6 - Mumbai (Intellion Square)

Kotak Life Insurance · KLI - Mumbai - Intellion Square - HO, Mumbai, Maharashtra, India

External listingfull-time7 days ago

About The Role

Please find the JD for the role: Key Responsibilities Strategic Planning & Business Management Develop annual, quarterly, and monthly business plans for NR, Affluent, and Business Banking segments. Identify growth opportunities through customer, channel, and product analytics. Support leadership in formulating strategies to improve APE, productivity, penetration, and customer acquisition. Track progress against business objectives and recommend corrective interventions. Build strategic roadmap aligned with organizational priorities and partner bank objectives. Sales Performance Management Monitor sales performance across regions, zones, and key relationship channels. Design and publish business dashboards, scorecards, and MIS reports. Analyze sales trends, productivity metrics, and conversion ratios to identify opportunities and gaps. Partner with sales teams to drive performance improvement initiatives. Business Analytics & Insights Generate actionable insights through customer segmentation, portfolio analysis, and market intelligence. Evaluate segment-wise profitability, product mix, and business outcomes. Conduct deep-dive analyses on key business drivers and present recommendations to senior management. Support forecasting, budgeting, and target-setting exercises. Sales Enablement & Support Develop sales communication frameworks, campaign trackers, and business review presentations. Coordinate with product, operations, marketing, and training teams to support sales initiatives. Facilitate implementation of strategic campaigns and monitor effectiveness. Ensure availability of sales tools, reports, and business intelligence for field teams. Stakeholder Management Work closely with senior leadership, channel heads, regional managers, and partner bank stakeholders. Support governance forums, business reviews, and strategy discussions. Prepare executive-level presentations and management updates. Drive alignment between business objectives and execution priorities. Project & Initiative Management Lead special projects related to sales transformation, productivity enhancement, customer acquisition, and process improvement. Track initiative progress and ensure timely execution of agreed action plans. Support digital and automation initiatives to enhance sales effectiveness. Key Performance Indicators (KPIs) Business growth across NR, Affluent, and Business Banking segments. Improvement in productivity and penetration metrics. Accuracy and timeliness of MIS, forecasts, and business reviews. Successful execution of strategic initiatives and campaigns. Quality of business insights and recommendations provided. Stakeholder satisfaction and governance effectiveness. Key Competencies Strategic Thinking Business Analytics & Data Interpretation Sales Planning & Performance Management Executive Presentation Skills Financial & Commercial Acumen Stakeholder Management

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