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    Job · 21560569

    MUMBAI · FULLTIME

    Elite Acquisition Manager-Business Banking_Sales_0412_0638_1029451

    Kotak Securities

    Kotak Securities

    Mumbai · onsite · Posted 1d ago

    Sourced fromFoundit
    Not disclosedFresherfulltimeMumbai

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    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

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    Section · 02

    Skills

    Mutual FundsTrade and Forex CAInsurance

    Section · Company

    About Kotak Securities

    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

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