Team Leader-Acquisition-RL SALES-Sales

☞ Kotak Mahindra

View: 106

Update day: 06-05-2024

Location: Uttarakhand

Category: Finance / Bank / Stock Energy Sales

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Job content

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Job Title: Acquisition Team Leader

Level: M2 / M3 (in exceptional cases)


Department: Retail Liabilities
Location: Across India

Reporting Relationship: Branch Manager






Job Roleand Responsibilities

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

    JOB REQUIREMENTS

    Skills/Knowledge prerequisites

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

      Educational Qualifications

      • Graduates / Post Graduates

      Experience Profile
      • Graduates/Post Graduates with 3-5 years’ experience with relevant sales team


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      Deadline: 20-06-2024

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