Financial Service Specialist

4 weeks ago


Odisha, India Kotak Mahindra Bank Full time
About Us

Kotak Mahindra Bank is a leading financial institution in India, committed to providing innovative banking solutions to its customers.

Job Description

We are seeking an experienced Sales Specialist to join our Retail Liabilities Sales Team. The successful candidate will be responsible for achieving business objectives and driving revenue growth through sales of various products.

The ideal candidate will have a strong understanding of financial instruments and markets, with a proven track record of sourcing high-value customers and cross-selling products. Key responsibilities include:

  • Generating revenues through the sale of Consumer Assets, X-Sell, and Third-Party Products like Insurance.
  • Penetrating Business Banking products such as CMS/POS/Beat services to Consumer Asset customers.
  • Liaising with product management teams, marketing, and other centers & verticals for new product development, service enhancements, and sales initiatives.
Requirements

To be successful in this role, you will need:

  • A minimum of 6 years of banking experience, with at least 3-4 years in Retail Liabilities.
  • Proven sales experience and exposure, preferably in Liabilities products.
  • Good leadership skills, with the ability to think strategically and tactically.
  • An in-depth understanding of financial instruments, markets, and macro-micro economic processes.
  • Ability to carry along all units involved in the customer service cycle to ensure customer satisfaction.
Compensation

We offer a competitive salary of ₹15 lakhs per annum, based on qualifications and experience.

Benefits

In addition to a competitive salary, we offer a range of benefits, including medical insurance, retirement plans, and opportunities for professional growth and development.



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