Kotak Mahindra Bank

Premier Acquisition Manager-RL SALES-Sales

Posted 3 Days Ago

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2 Locations

In-Office or Remote

Junior

Insurance • Payments • Financial Services

The Role

Acquire high-net-worth customers, sell third-party products, generate revenue, grow CASA deposits, conduct promotional events, generate leads, and cross-sell mutual funds, gold, insurance, and asset products. The role requires strong coordination and communication skills, portfolio management knowledge, an existing customer base, and more than one to two years of experience.

Summary Generated by Built In

Job Name : Premier Acquisition Manager

JOB ROLE :

· Acquisition of HNI's only.

· Selling TPP and Generating Revenue.

· Building CASA book size.

· Conducts regular promotional and customer events to generate leads

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

JOB REQUIREMENT:

· Good coordinator with different channels.

· Excellent communication skills.

· Should have some knowledge and experience in Portfolio Management.

· Should have some existing base of customer’s

· Having more than 1-2 year work experience

Skills Required

Excellent communication skills
Knowledge and experience in portfolio management
Existing customer base
More than 1-2 years of work experience
Ability to coordinate with different channels

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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.