Client Acquisitions - Private Banking-Kotak Private Banking-Client Acquisitions team
Kotak Mahindra Bank
2 - 5 years
Delhi
Posted: 3/18/2025
Job Description
Job Role
- Data Acquisition
- Using publicly available resources like internet and directories
- Using existing social/professional network to generate references
- Area mapping for generation of Databases for ultra HNIs and mid sized corporate
- Data Mining
- Study existing databases to figure out possible prospects
- Liaise with other group/non group entities to generate future business
- Prospect Ownership
- Schedule meeting of attached RM with the prospects
- Update the same on CRM systems
- Accompany RM for these meetings
- End to end follow up with the RM till conversion
Job Requirements
- Excellent written and oral communication skills
- Selling Skills
- Proficient in Microsoft Applications - Excel, Word & PowerPoint
- Experience in investment/financial services industry
- Teamwork and Collaboration
- Relationship Building
About Company
Kotak Mahindra Bank is one of India's leading private sector banks, offering a wide range of financial services including personal banking, corporate banking, investment banking, insurance, and asset management. Established in 1985 and headquartered in Mumbai, it is known for its innovative banking solutions, customer-centric approach, and strong focus on digital transformation. The bank caters to diverse customer segments, from individuals to large corporations, emphasizing trust, transparency, and growth.
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