MUMBAI · FULLTIME
Elite Acquisition Manager-Business Banking_Sales_0412_0638_1029451

Kotak Securities
Mumbai · onsite · Posted 1d ago
Sourced from
Not disclosedFresherfulltimeMumbai
Your match
?
Sign in to see your match score, skill gaps & tailored resume.
Section · 01
About this role
Elite Acquisition Manager †Business Banking
KRAs:
- Develops new and expands existing High Net worth Customer relationships for liabilities (CA driven) and commercial assets
- Sources new bank customers through external individual efforts and acquisition channel
- Ensures high levels of customer service orientation and application of bank policy.
- Cross-sells bank products to existing set of branch customers, which are mapped
- Informs customers of new products or product enhancements further to expand the banking relationship.
- Plans and conducts special sales initiatives and events for prospective and existing clients.
- Coordinates with other group companies to provide seamless access to other products.
- Maintains complete relationship record for assigned customer accounts.
- Tracks customer complaints/queries and turnaround times for customer satisfaction
Desired Candidate Profile:
- Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service.
- Very good understanding of Trade and Forex & CA.
- Very good understanding of Commercial Assets like CC, OD, TL, Export Finance
- Understanding of Mutual Funds and Insurance is an added advantage
- Graduate 4 - 6 years of experience
- Post Graduate - 2 -4 years of experience
- Customer orientation
- High energy levels with a motive to succeed
Sourced from foundit
Let the agent run this one for you.
Tailored resume, auto-apply, and referral lookup — in under 2 minutes.
Section · 02
Skills
Mutual FundsTrade and Forex CAInsurance
Section · Company
About Kotak Securities

Kotak Securities
Financial Services
4.6k+
employees
1994
32 years old
Mumbai, Maharashtra
India
₹8.5L PA avg
Avg at Kotak Securities
About
Kotak Securities are a trusted trading platform backup by 3.5 Million + customers provide all financial services ounder one roof.
Industries
Financial Services
Employee ratings
10 reviews
3.6/ 5
Culture
2.8
Career growth
3.0
Work-life
3.7
Employees rate it well for
Work-Life Balance36Overall Company36
Find them on