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Kotak Mahindra Bank Limited

Team Leader-Acquisition-RL SALES-Sales

Early Applicant
  • a day ago
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Exp: 3-5 Years

Banking/Accounting/Financial Services

(estd)

Job Description

Job Title: Acquisition Team Leader

Level: M2 / M3 (in exceptional cases)

Department: Retail LiabilitiesLocation: Across India
Reporting Relationship: Branch Manager

Job Roleand Responsibilities

  1. Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers.
  2. Sources new bank customers through external individual efforts and acquisition channel.
  3. Cross sells bank products to existing set of Branch customers which are mapped.
  4. Informs customers of new products or product enhancements to further expand the banking relationship.
  5. Plans and conducts special sales initiatives and events for prospective and existing clients.
  6. Coordinates with other group companies to provide seamless access to other products.
  7. Maintains complete relationship record for assigned customer accounts.
  8. Tracks customer complaints/queries and turnaround times for customer satisfaction.

JOB REQUIREMENTS

Skills/Knowledge prerequisites

  1. Customer orientation, High energy and drive AMFI / IRDA certified is preferred

Educational Qualifications

  1. Graduates / Post Graduates
Experience Profile

  1. Graduates/Post Graduates with 3-5 years experience with relevant sales team

Skills Required

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Date Posted: 26/11/2024

Job ID: 101530541

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About Company

Kotak Mahindra Bank Limited is an Indian banking and financial services company headquartered in Mumbai. It offers banking products and financial services for corporate and retail customers in the areas of personal finance, investment banking, life insurance, and wealth management.

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