Team Leader-Acquisition-RL SALES-Sales

Kotak Mahindra Bank

3 - 5 years

Patna

Posted: 12/6/2024

Job Description

Job Title:  Acquisition Team Leader

Level: M2   / M3 (in exceptional cases)

 

Department:   Retail Liabilities Location: 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

 

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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