Walk-In Drive For Platinum Relationship Managers/ Casa Field Sales

2 days ago

Chennai, India Kotak Mahindra Bank Full time

Roles and Responsibilities

  • Identify new business opportunities through networking, referrals, and market research to drive revenue growth.
  • Develop and maintain relationships with existing clients to increase wallet share and cross-sell products.
  • Manage a team of sales professionals to achieve targets in branch banking, retail liabilities, CASA, HNI acquisition, portfolio management, and cross selling.
  • Analyze market trends and competitor activity to stay ahead in the competitive landscape.
  • Collaborate with other departments (e.g., product development) to launch new initiatives that meet customer needs.

Desired Candidate Profile

  • BFSI/Banking Experience: Candidates must have at least 2-5 years of experience in customer portfolio management and must have knowledge of CASA.
  • Age Limit: Applicants should be 35 years or less.
  • Mandatory Min Qualification: Graduation from a UGC recognized university.
  • Strong understanding of branch banking, retail liabilities, CASA, HNI acquisition, portfolio management, cross selling concepts.
  • Excellent communication skills for effective relationship-building with clients and internal stakeholders.

  • Ability to work independently as well as part of a team towards achieving shared goals.

  • Acquisition Managers/ Premier Acquisition Manager- Business Banking

  • Source customers for Current and Savings Accounts (CASA) products.
  • Generate leads form open market.
  • Achieve sales targets for CASA and cross-sell financial products.
  • Minimum 1-5 Years of CASA Field Sales experience or BFSI Sales experience and currently employed.

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