TL-Acquisition-RL Sales

3.00 to 5.00 Years Delhi 31 Aug, 2023

Kotak Mahindra Life Insurance Company Ltd

Job Location	Delhi
Education	Not Mentioned
Salary	Not Disclosed
Industry	Banking
Functional Area	Sales / BD
EmploymentType	Full-time

Job Description

Job Title: Acquisition Team Leader Level: M2 / M3 (in exceptional cases)
Department: Retail Liabilities Location: Across India
Reporting Relationship: Branch Manager

Job Roleand Responsibilities
1. Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers.
2. Sources new bank customers through external individual efforts and acquisition channel.
3. Cross sells bank products to existing set of Branch customers which are mapped.
4. Informs customers of new products or product enhancements to further expand the banking relationship.
5. Plans and conducts special sales initiatives and events for prospective and existing clients.
6. Coordinates with other group companies to provide seamless access to other products.
7. Maintains complete relationship record for assigned customer accounts.
8. Tracks customer complaints/queries and turnaround times for customer satisfaction.
JOB REQUIREMENTSSkills/Knowledge prerequisites
1. Customer orientation, High energy and drive AMFI / IRDA certified is preferred
Educational Qualifications
1. Graduates / Post Graduates
Experience Profile
1. Graduates/Post Graduates with 3-5 years experience with relevant sales team

Keyskills :
sales planningrelationship buildingbanking productssales

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Job Description

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