Team Leader-Acquisition-RL SALES-Sales

Updated: April 30, 2024 08:45 AM GMT

Kotak Mahindra

Hosapete, Karnataka

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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

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