Job Description
Job Role
• Data Acquisition
• Using publicly available resources like internet and directories
• Using existing social/professional network to generate references
• Area mapping for generation of Databases for ultra HNIs and mid sized corporate
• Data Mining
• Study existing databases to figure out possible prospects
• Liaise with other group/non group entities to generate future business
• Prospect Ownership
• Schedule meeting of attached RM with the prospects
• Update the same on CRM systems
• Accompany RM for these meetings
• End to end follow up with the RM till conversion
Job Requirements
• Excellent written and oral communication skills
• Selling Skills
• Proficient in Microsoft Applications - Excel, Word & PowerPoint
• Experience in investment/financial services industry
• Teamwork and Collaboration
• Relationship Building
• Data Acquisition
• Using publicly available resources like internet and directories
• Using existing social/professional network to generate references
• Area mapping for generation of Databases for ultra HNIs and mid sized corporate
• Data Mining
• Study existing databases to figure out possible prospects
• Liaise with other group/non group entities to generate future business
• Prospect Ownership
• Schedule meeting of attached RM with the prospects
• Update the same on CRM systems
• Accompany RM for these meetings
• End to end follow up with the RM till conversion
Job Requirements
• Excellent written and oral communication skills
• Selling Skills
• Proficient in Microsoft Applications - Excel, Word & PowerPoint
• Experience in investment/financial services industry
• Teamwork and Collaboration
• Relationship Building
💡 Quick Summary
Seeking a career-building opportunity? The Client Acquisitions - Private Banking-Kotak Private Banking-Client Acquisitions team position is now open for candidates interested in the Bank Jobs sector. This role in New Delhi offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
