Asst Acquisition Manager - CASA-RL SALES-Sales
Kotak Securities Limited (company site, opens in a new tab)VadodaraOn-siteDirect career pageEst. 3–6 LPA
Posted on 27 Sept
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Job description
Structured overview of role & requirements
About 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.