Asst Acquisition Manager - CASA-RL SALES-Sales
Kotak Securities LimitedMatch Score
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Job Description
Structured overview of role & requirementsAbout This Role
Acquire new clients (NTB) for Current Account and Savings Account products through individual sales efforts targeting varied customer segments (individuals, small businesses, trusts, societies, corporates).
Generate revenue, ensure customer acquisition and retention, maintain average quarterly balance, and ensure compliance with products, processes, and regulations.
Manage and deepen relationships with newly acquired customers for the first 3 months before transitioning them to the Branch Banking team; conduct promotional events and cross-sell mutual funds, gold, insurance, and asset products.
Minimum Requirements
At least 1 year experience in liabilities sales preferred (freshers also considered).
Graduate degree required.
Sales-driven with a strong target achievement orientation (hardcore sales mentality).
Well-groomed and presentable with qualities suitable for customer-facing ambassador roles.
Ideal Candidate Profile
Operates with a hunter mindset focused on new client acquisition and achieving sales targets.
Experienced or comfortable in direct sales across banking liabilities products with cross-selling capabilities.
Capable of managing client relationships initially to increase wallet share before handing off to branch teams.
