Assistant Acquisition Officer - Branch Sales jobs in Udaipur

Leading private sector bank Kotak Mahindra is currently looking Assistant Acquisition Officer - Branch Sales jobs in Udaipur, eligible candidates with below given qualification can submit application at Kotak bank careers, refer below details of job details and responsibility

Position: Assistant Acquisition Officer

Category: Branch Sales Careers

Location: Udaipur, Rajasthan (Joining at a nearby branch)

Education Qualification: Bachelor's Degree

Experience Required: Minimum of 6 months in Sales, Marketing, Branch Banking, or Business Acquisition

Employment Type: Full-time/Permanent

Work Shift: Day Schedule

Key Responsibilities:

• Acquire customers for Current Accounts, Savings/Salary Accounts, and other bank products from individuals, small businesses, trusts, associations, societies, and corporates within the Udaipur local network.

• Achieve and exceed business volume and target goals.

• Cross-sell BFSI products including Insurance, Gold, Locker, Fixed Deposits, Asset Products, Mutual Funds, etc.

• Retain customers through efficient service for the first three months post-acquisition, after which accounts will be managed by the Rajasthan team RO.

Key Activities:

• Perform cold calling based on provided leads and data for the Udaipur area.

• Schedule and secure appointments with potential customers.

• Assess customer needs and recommend appropriate products for the best experience.

• Address and resolve customer queries and problems.

• Maintain an accurate database of customer interactions.

Qualifications Required:

• Graduates or postgraduates from Udaipur in any field. MBA Freshers with a focus on Banking and Finance are also encouraged to apply.

Skills Required:

• Strong BFSI product selling skills, with a focus on acquiring new Current Accounts/Savings Accounts, insurance, banking products, Mutual Funds, Loans, Demat Accounts, etc., across Udaipur.

• Presentable with basic etiquette.

• Persuasive communication skills.

• Proficiency in Hindi and English.

Traits Required:

• Achievement-oriented with a desire to meet and exceed targets.

• People-oriented with strong relationship-building skills.

• Adherence to company regulations and standards.

Reporting Relationship:

• The selected applicant will report to the Branch Sales Manager (BSM) following basic training.