Leads customer acquisition for retail banking liabilities by sourcing high-net-worth customers, expanding existing relationships, cross-selling bank products, conducting sales initiatives, coordinating access to group-company offerings, maintaining account records, and tracking customer complaints through resolution.
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Job Title: Acquisition Team LeaderLevel: 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
- Graduates/Post Graduates with 3-5 years’ experience with relevant sales team
Kotak Mahindra Bank Mumbai, Maharashtra, IND Office
Mumbai, India
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