Team Leader-Acquisition-RL SALES-Sales
Kotak Securities LimitedMatch Score
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Job Description
Structured overview of role & requirementsAbout This Role
Develop and expand High Net Worth customer relationships by sourcing new customers and cross-selling bank products in Retail Liabilities.
Plan and conduct special sales initiatives and events targeting prospective and existing clients to increase customer base and product uptake.
Maintain comprehensive customer relationship records and track queries/complaints to ensure customer satisfaction.
Minimum Requirements
Graduate or Postgraduate degree.
3-5 years of relevant sales experience in similar roles.
AMFI or IRDA certification preferred (not mandatory).
Location: Across India.
Ideal Candidate Profile
Experienced in acquiring and managing High Net Worth customers within banking or financial services sales.
Demonstrates ability to coordinate multi-product sales initiatives with other group companies.
Comfortable working under Branch Manager reporting with focus on relationship management and customer satisfaction.