Kotak Securities Limited

Acquisition Manager_Sales_0412_7247_1100922

Kotak Securities Limited
Bhubaneswar
Not disclosed
Work from OfficeWork from Office
Full TimeFull Time
Min. 1 yearMin. 1 year

Job Description

Acquisition Manager_Sales_0412_7247_1100922

Job Title: Acquisition Manager - Sales

 

The Acquisition Manager - Sales is responsible for sourcing and acquiring new customers for the bank's liability and asset products. The role involves generating leads, building customer relationships, achieving sales targets, and ensuring high-quality customer onboarding while complying with organizational policies and regulatory guidelines.

Key Responsibilities

  • Acquire new customers for Savings Accounts, Current Accounts, Fixed Deposits, and other banking products.
  • Generate business through field visits, referrals, corporate tie-ups, and local market activities.
  • Identify customer needs and recommend suitable banking solutions.
  • Cross-sell banking products such as Personal Loans, Business Loans, Credit Cards, Insurance, and Investment Products.
  • Meet monthly and quarterly sales targets assigned by the bank.
  • Build and maintain strong relationships with customers and business partners.
  • Conduct KYC verification and ensure compliance with regulatory requirements.
  • Maintain accurate records of customer interactions and sales activities in the CRM system.
  • Monitor market trends and competitor activities to identify business opportunities.
  • Coordinate with operations and service teams for smooth customer onboarding.

Required Qualifications

  • Graduate in any discipline (MBA preferred).
  • 1-5 years of experience in Banking Sales, Financial Services, NBFC, or Insurance Sales.
  • Strong communication, negotiation, and relationship management skills.
  • Knowledge of retail banking products and sales processes.
  • Ability to work in a target-driven environment.

Key Skills

  • Sales & Business Development
  • Customer Acquisition
  • Relationship Management
  • Lead Generation
  • Cross-Selling
  • Market Intelligence
  • Communication & Negotiation
  • Team Collaboration
  • Customer Service Orientation

Key Performance Indicators (KPIs)

  • New Account Acquisition
  • Revenue Generation
  • Product Cross-Sell Ratio
  • Customer Activation Rate
  • Portfolio Growth
  • Customer Satisfaction Scores
  • Achievement of Sales Targets

 

Job role

Work location
Work locationBhubaneswar, 7247-Bhubaneswar-Bomikhal-P.O.-Rasulgarh-Khurda-Br-OSA, Unit NO.32, Plot No.130, Cuttack Road, Bomikhal, Bhubaneswar, Odisha, India
Department
DepartmentSales & BD
Role / Category
Role / CategorySales Management
Employment type
Employment typeFull Time
Shift
ShiftDay Shift

Job requirements

Experience
ExperienceMin. 1 year

About company

Name
NameKotak Securities Limited
Job posted by Kotak Securities Limited

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