<

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 current 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

Experience Profile

- Graduates/Post Graduates with 3-5 years’ experience with relevant sales team

📌 Team Leader-Acquisition-RL SALES-Sales (India)
🏢 Kotak Securities
📍 India