The Credit Card Sales Sales Executive is responsible for driving credit card acquisition through a team of Sales Executives and channel SRMs/DSTs. The role focuses on achieving business targets, managing team productivity, ensuring compliance, and building strong channel partnerships.
Key Responsibilities:
- Source and acquire new credit card
Source and acquire new credit card customers through branch banking and open market activities.
- Generate leads from existing bank customer
Generate leads from existing bank customer databases and walk-in customers.
- Explain product features, benefits
Explain product features, benefits, eligibility, and documentation requirements to customers.
- Ensure end-to-end completion
Ensure end-to-end completion of customer application forms and required documentation.
Maintain daily sales productivity and achieve assigned monthly targets.
- Coordinate with branch staff and relationship managers
Coordinate with branch staff and relationship managers for lead generation and conversions.
- Compliance and process guidelines
Ensure adherence to bank compliance and process guidelines.
- Maintain proper follow-up
Maintain proper follow-up on pending applications for higher conversion ratios.
- Participate in sales campaigns
Participate in sales campaigns, contests, and promotional activities launched by the bank.
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.
