Asst Acquisition Manager - CASA-RL SALES-Sales

Posted 4 Days Ago
Be an Early Applicant
2 Locations
In-Office
Entry level
Insurance • Payments • Financial Services
The Role
Acquire new current and savings account customers through individual and external sourcing efforts. Generate revenue, meet acquisition and balance targets, retain customers, and ensure regulatory compliance. Support newly acquired customers for three months before transitioning them to branch banking. Conduct promotional events, generate leads, and cross-sell mutual funds, gold, insurance, and other asset products.
Summary Generated by Built In

JOB Role-

·       Acquisition of New Client (NTB) through external individual efforts for Current Account, Savings Account Products of the bank. Customers to be sourced from individuals, small businesses, trusts, associations, societies, corporates.

·       Revenue Generation, Customer Acquisition, Customer Retention, Cost Efficiency Through adherence to products, processes and regulatory requirements

·       Handhold acquired customers for the initial 3 month period to deepen relationship values before passing it to the Branch Banking team

·       Maintaining Avg Quarterly Balance

·       Conducts regular promotional and customer events to generate leads

·       Cross selling of MF, Gold, Insurance and asset products.

 

Job Requirement-

 

·       Fresher or Graduate with appropriate experience (at least 1 year experience in liabilities sales preferred)

·       Hard core sales mentality. Primary motivation from achievement of targets. A hunter by orientation.

·       Should be well groomed and presentable with ambassadorship qualities.

 

Skills Required

  • Fresher or graduate with appropriate experience
  • At least one year of experience in liabilities sales
  • Strong sales mentality and target orientation
  • Hunter-oriented approach to customer acquisition
  • Well-groomed and presentable
  • Ambassadorship qualities
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The Company
74,000 Employees
Year Founded: 1985

What We Do

Kotak Mahindra Group is an Indian financial services conglomerate founded in 1985. Its flagship Kotak Mahindra Bank provides commercial banking and serves individuals and corporate customers through banking, lending, payments, and corporate solutions. Across the wider group, offerings include stock broking, mutual funds, life insurance, and investment banking, addressing diverse personal and corporate financial needs across India.

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