Team Leader-Acquisition-RL SALES-Sales
Kotak Securities Limited (company site, opens in a new tab)3–5 yrsOn-siteDirect career pageEst. 6–12 LPA
Posted on 27 Sept
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Job description
Structured overview of role & requirements
About 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.