2462 Acquisition Jobs - Page 20

Acquisition of New Client (NTB) through external individual efforts for Current Account, Savings Account Products of the bank. Customers to be sourced from individuals, small businesses, trusts, associations, societies, corporates. Revenue Generation, Customer Acquisition, Customer Retention, Cost Efficiency Through adherence to products, processes and regulatory requirements Handhold acquired customers for the initial 3 month period to deepen relationship values before passing it to the Branch Banking team Maintaining Avg Quarterly Balance Conducts regular promotional and customer events to generate leads Cross selling of MF, Gold, Insurance and asset products. Job Requirement- Fresher or Graduate with appropriate experience (at least 1 year experience in liabilities sales preferred) Hard core sales mentality. Primary motivation from achievement of targets. A hunter by orientation. Should be well groomed and presentable with ambassadorship qualities.

Wholesale Banking SME Acquisition Relationship Manager Grade Manager/Senior Manager/Chief Manager SME is a part of Wholesale Banking that manage businesses with a turnover between 50 to 500 CR. To acquire New to Bank customers in SME segment offering banking solutions/products (Asset based( Fund/ Non Fund), Transaction Banking, Trade Finance, Treasury - FX) Collaborate with banks internal channels as well as open market sourcing for lead origination. To understand customers business model, appraise financials to identify suitable opportunities. Engage with Credit & risk function, legal & technical teams, CAD, GTS team for seamless customer onboarding. Ensure closure of deferrals & compliance to banks audits and statutory requirements. To ensure pleasant on-boarding experience for NTB customers and smooth transition to portfolio team. Job Requirements: Chartered accountant/MBA, Should have 2-10 yrs. of relevant experience, Must have knowledge of various SME banking products along with Analytical and financial skills Ability to Influence/Relationship management Skills Strong communication(Written and Oral), Eye For detail

Enhancement of Deposit pool from Customers Establishing standards and delivery of service Sale of non-deposit products. Cross selling targets progressively Sale of MF and Insurance products Fee Income Branch Administration Regulatory Compliance Manage productivity and overall morale of branch team members Overall responsible for break-even and P&L of branch Job Requirements Overall 6yrs of Banking experience; out of which 3-4yrs in Retail Liabilities Must have had Sales experience and exposure, preferably of Liabilities products Qualifications- MBA / CA/ CAIB Good Leadership skills (though more tactical than strategic) ThinkerDoer 40:60 In-depth understanding of financial instruments, markets and macro micro economic processes Ability to carry along all the units involved in the customer service cycle to ensure customer DELIGHT Liaising with product management team, marketing and other centers & verticals for new product development, service enhancements and sales initiatives.

Enhancement of Deposit pool from Customers Establishing standards and delivery of service Sale of non-deposit products. Cross selling targets progressively Sale of MF and Insurance products Fee Income Branch Administration Regulatory Compliance Manage productivity and overall morale of branch team members Overall responsible for break-even and P&L of branch Job Requirements Overall 6yrs of Banking experience; out of which 3-4yrs in Retail Liabilities Must have had Sales experience and exposure, preferably of Liabilities products Qualifications- MBA / CA/ CAIB Good Leadership skills (though more tactical than strategic) ThinkerDoer 40:60 In-depth understanding of financial instruments, markets and macro micro economic processes Ability to carry along all the units involved in the customer service cycle to ensure customer DELIGHT Liaising with product management team, marketing and other centers & verticals for new product development, service enhancements and sales initiatives.

JOB Role- Acquisition of HNI's only. Selling TPP and Generating Revenue. Building CASA book size. Job Requirement- Good coordinator with different channels. Excellent communication skills. Should have some knowledge and experience in Portfolio Management. Should have some existing base of customers Graduates / MBA Having more than 1-2 year work experience

Enhancement of Deposit pool from Customers Establishing standards and delivery of service Sale of non-deposit products. Cross selling targets progressively Sale of MF and Insurance products Fee Income Branch Administration Regulatory Compliance Manage productivity and overall morale of branch team members Overall responsible for break-even and P&L of branch Job Requirements Overall 6yrs of Banking experience; out of which 3-4yrs in Retail Liabilities Must have had Sales experience and exposure, preferably of Liabilities products Qualifications- MBA / CA/ CAIB Good Leadership skills (though more tactical than strategic) ThinkerDoer 40:60 In-depth understanding of financial instruments, markets and macro micro economic processes Ability to carry along all the units involved in the customer service cycle to ensure customer DELIGHT Liaising with product management team, marketing and other centers & verticals for new product development, service enhancements and sales initiatives.

Enhancement of Deposit pool from Customers Establishing standards and delivery of service Sale of non-deposit products. Cross selling targets progressively Sale of MF and Insurance products Fee Income Branch Administration Regulatory Compliance Manage productivity and overall morale of branch team members Overall responsible for break-even and P&L of branch Job Requirements Overall 6yrs of Banking experience; out of which 3-4yrs in Retail Liabilities Must have had Sales experience and exposure, preferably of Liabilities products Qualifications- MBA / CA/ CAIB Good Leadership skills (though more tactical than strategic) ThinkerDoer 40:60 In-depth understanding of financial instruments, markets and macro micro economic processes Ability to carry along all the units involved in the customer service cycle to ensure customer DELIGHT Liaising with product management team, marketing and other centers & verticals for new product development, service enhancements and sales initiatives.

Enhancement of Deposit pool from Customers Establishing standards and delivery of service Sale of non-deposit products. Cross selling targets progressively Sale of MF and Insurance products Fee Income Branch Administration Regulatory Compliance Manage productivity and overall morale of branch team members Overall responsible for break-even and P&L of branch Job Requirements Overall 6yrs of Banking experience; out of which 3-4yrs in Retail Liabilities Must have had Sales experience and exposure, preferably of Liabilities products Qualifications- MBA / CA/ CAIB Good Leadership skills (though more tactical than strategic) ThinkerDoer 40:60 In-depth understanding of financial instruments, markets and macro micro economic processes Ability to carry along all the units involved in the customer service cycle to ensure customer DELIGHT Liaising with product management team, marketing and other centers & verticals for new product development, service enhancements and sales initiatives.

JOB Role- Acquisition of HNI's only. Selling TPP and Generating Revenue. Building CASA book size. Job Requirement- Good coordinator with different channels. Excellent communication skills. Should have some knowledge and experience in Portfolio Management. Should have some existing base of customers Graduates / MBA Having more than 1-2 year work experience

JOB Role- Acquisition of HNI's only. Selling TPP and Generating Revenue. Building CASA book size. Job Requirement- Good coordinator with different channels. Excellent communication skills. Should have some knowledge and experience in Portfolio Management. Should have some existing base of customers Graduates / MBA Having more than 1-2 year work experience

(DESIGNATION) Transaction Banking Group ROCE ( Relationship Officer Customer Engagement) Location Hyderabad Reporting Relationships RCEM ( Regional Customer Engagement Manager ) Position Grade M3 ` Customer Engagement (meeting, Video call, Tele call) and Relationship Management on the mapped C Cat book of the branch. ( C category book of 2-3 brancheswith approx. 1000 to 1500 customers will be mapped ) Cross sell of Asset ( HL, LAP, CL,PL, GL, WC, CV ) Liability ( CA, SA TD) and Third Party & Investment Products ( LI GI Trinity & MF) on the mapped book Deepening of CA SA and TD mapped relationships. Meeting and conversion on leads from VRM and CEC. Working closely with respective teams on LI, GI, KSEC, IC and Asset team for timely conversion of the business. Ensuring customer stickiness and category upgrade. Acquisition, X-sell of business & Service activations to existing customers Explain all the Facilities of the Bank in Form of Demonstration both online / offline Enroll the customer for the services which would be useful for him Handle customer service requirements like account opening, Trinity account opening, liability product selling, liability on product features, Cheque book insurance. Speed and efficiency of service given Sales targets for banks and investment products. Customer acquisition from Family Household & referrals. Have higher NPs scores Job Requirements:: Job Role Graduate/Post Graduate in any stream with at least 1 year experience in banking/finance Must be energetic, confident and go-getter

Job Name Premier Acquisition Manager Grade M2 (Deputy Manager) JOB ROLE : Acquisition of HNI's only. Selling TPP and Generating Revenue. Building CASA book size. Conducts regular promotional and customer events to generate leads Cross selling of MF, Gold, Insurance and asset products. JOB REQUIREMENT: Good coordinator with different channels. Excellent communication skills. Should have some knowledge and experience in Portfolio Management. Should have some existing base of customers Having more than 1-2 year work experience

Trade Relationship Manager Acquire quality Current Accounts Customers who are dealing in International Trade. Identify target markets and Segments Ensure to follow all compliance and KYC norms while acquiring Ensure that the customer is guided regarding rates and charges. Commission and Rates to be fixed in the system. Activate the first trade transaction. Explore the potential of various trade and FES products like Forward Contracts, LC/BG/BC , Travel cards , etc. Ensure that clients keep high CA AMB values in the accounts opened. Generation of Asset leads. Smooth handover of the customer to the Branch operations team To educate customers regarding Cut off times and follow the SLAs Maintain a low cost of acquisition by acquiring bigger value of accounts To achieve Business / Income targets To have full knowledge of competitors activities and report those to ASMs To coordinate and ensure service delivery happens as per SLAs and TATs Acquisition and retention of new customer across all the segments. Keep updated about AML/KYC/RBI guidelines and ensure growth is achieved by complying with all regulatory guidelines. Retention of existing customers base Handling customer complaints and escalate the complaints to competent authorities for resolutions. Ensure all required documents for the agent empanelment including KYC as per banks policy are in place for smooth business relationship. Deliverance of the required sales pitch for the respective product. Timely submission of required reports. Execute promotional activities conveyed by ASM/RSM Planning and organizing various promotional activities Regularly updates RSM on the current market practices / business strategies by the competitors. Job Requirement: Graduate, PG preferable 1 to 3 years of Trade Fx and FES preferably in Banking Industry. Excellent Domain knowledge. Exhaustive knowledge of Trade and FES products . Excellent sales skills. Excellent knowledge of client behaviour & engagement in each product / geographic segments High energy levels and enthusiasm, should have winning attitudes Out of box thinker and creative problem solver. Good listener and should possess excellent communication skills. Excellent negotiator and smart worker Result-oriented especially in achieving given NTBs and sales targets. Good oral and written communication Should be good in strategizing, aggressive but compliance oriented

Acquisition Manager-RL SALES-Sales Enhancement of Deposit pool from Customers Establishing standards and delivery of service Sale of non-deposit products. Cross selling targets progressively Sale of MF and Insurance products Fee Income Branch Administration Regulatory Compliance Manage productivity and overall morale of branch team members Overall responsible for break-even and P&L of branch Job Requirements Overall 6yrs of Banking experience; out of which 3-4yrs in Retail Liabilities Must have had Sales experience and exposure, preferably of Liabilities products Qualifications- MBA / CA/ CAIB Good Leadership skills (though more tactical than strategic) ThinkerDoer 40:60 In-depth understanding of financial instruments, markets and macro micro economic processes Ability to carry along all the units involved in the customer service cycle to ensure customer DELIGHT Liaising with product management team, marketing and other centers & verticals for new product development, service enhancements and sales initiatives.

Enhancement of Deposit pool from Customers Establishing standards and delivery of service Sale of non-deposit products. Cross selling targets progressively Sale of MF and Insurance products Fee Income Branch Administration Regulatory Compliance Manage productivity and overall morale of branch team members Overall responsible for break-even and P&L of branch Job Requirements Overall 6yrs of Banking experience; out of which 3-4yrs in Retail Liabilities Must have had Sales experience and exposure, preferably of Liabilities products Qualifications- MBA / CA/ CAIB Good Leadership skills (though more tactical than strategic) ThinkerDoer 40:60 In-depth understanding of financial instruments, markets and macro micro economic processes Ability to carry along all the units involved in the customer service cycle to ensure customer DELIGHT Liaising with product management team, marketing and other centers & verticals for new product development, service enhancements and sales initiatives.

Acquisition Manager-RL SALES-Sales Enhancement of Deposit pool from Customers Establishing standards and delivery of service Sale of non-deposit products. Cross selling targets progressively Sale of MF and Insurance products Fee Income Branch Administration Regulatory Compliance Manage productivity and overall morale of branch team members Overall responsible for break-even and P&L of branch Job Requirements Overall 6yrs of Banking experience; out of which 3-4yrs in Retail Liabilities Must have had Sales experience and exposure, preferably of Liabilities products Qualifications- MBA / CA/ CAIB Good Leadership skills (though more tactical than strategic) ThinkerDoer 40:60 In-depth understanding of financial instruments, markets and macro micro economic processes Ability to carry along all the units involved in the customer service cycle to ensure customer DELIGHT Liaising with product management team, marketing and other centers & verticals for new product development, service enhancements and sales initiatives.

To handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, education on product features, cheque book issuance. Quality of advice given to customers as determined by customers and supervisor. Speed and efficiency of service given. Sales targets for bank and investment products. Going beyond the professed need of the customer by providing other products. Enhancement of customer value. Cross-sale of assets products. Back-up to relationship managers holding HNI relationships. Ensure low attrition ratios. Customer acquisition through referrals from existing customers. Graduates with total experience of 1-3 years with relevant exp of atleast 1 year in financial services or banks. Equal blend of service and sales orientation. In the absence of equality, sales orientation as a skew will be acceptable. Experienced customer service candidates from financial services ( those from MFund, securities houses etc) with sales orientation can be considered.

Job Name Premier Acquisition Manager Grade M2 (Deputy Manager) JOB ROLE : Acquisition of HNI's only. Selling TPP and Generating Revenue. Building CASA book size. Conducts regular promotional and customer events to generate leads Cross selling of MF, Gold, Insurance and asset products. JOB REQUIREMENT: Good coordinator with different channels. Excellent communication skills. Should have some knowledge and experience in Portfolio Management. Should have some existing base of customers Having more than 1-2 year work experience

Job Name Area Manager NR Grade: M6 (DVP) JOB ROLE : Responsible for NR NTB Acquisition of the region Enhancement of Deposit pool from Customers Establishing standards and delivery of service Sale of non-deposit products. Cross-selling targets progressively. Fee Income Manage productivity of NR RMs and overall morale of team members Overall responsible for NR SA/TD and cross sell from NR Book for the region. JOB REQUIREMENT: Overall 6-8 yrs of banking experience; out of which 5-6yrs in Retail Liabilities. Must have had Sales experience and exposure, PMS,AIF, Mutual funds and other Liabilities products Qualifications- MBA / CA/ CAIIB Good Leadership skills In-depth understanding of financial instruments, markets and macro micro economic processes Ability to carry along all the units involved in the customer service cycle to ensure customer DELIGHT Liaising with product management team, marketing and other centres & verticals for new product development, service enhancements and sales initiatives.

Acquisition Manager-RL SALES-Sales Enhancement of Deposit pool from Customers Establishing standards and delivery of service Sale of non-deposit products. Cross selling targets progressively Sale of MF and Insurance products Fee Income Branch Administration Regulatory Compliance Manage productivity and overall morale of branch team members Overall responsible for break-even and P&L of branch Job Requirements Overall 6yrs of Banking experience; out of which 3-4yrs in Retail Liabilities Must have had Sales experience and exposure, preferably of Liabilities products Qualifications- MBA / CA/ CAIB Good Leadership skills (though more tactical than strategic) ThinkerDoer 40:60 In-depth understanding of financial instruments, markets and macro micro economic processes Ability to carry along all the units involved in the customer service cycle to ensure customer DELIGHT Liaising with product management team, marketing and other centers & verticals for new product development, service enhancements and sales initiatives.

Looking for an HR recruiter with UK travel hiring experience. Must handle end-to-end recruitmentsourcing, screening, coordinating interviews, and final selections. Extra incentives & travel allowance provided send resume on +917982924042 (whatsapp ) Sales incentives Performance bonus Travel allowance

As a Business Development Associate Director, you will be responsible for overseeing the entire Gujarat Region. Your main duties will include business origination, onboarding new clients, and managing client relationships. It is essential to have a deep understanding of the Indian Capital & Bank Loans market, as well as the ability to network effectively with lenders and investors. Your role will involve acquiring mid and large corporate clients for their credit rating requirements, such as Bank loans, Capital market instruments, and Securitization. You will also be tasked with identifying unrated clients and competitor-rated clients and facilitating their migration to CRISIL. Contract negotiations, closings, and managing sales receivables will be a crucial part of your responsibilities. Additionally, you will be expected to build and maintain market intelligence about competitors, create geography-wise and service-wise sales plans, and achieve set targets. It is imperative to stay updated on industry trends, business processes, financial measurements, and key competitors within the clients" industries. Meeting quarterly and annual sales revenue targets is a key performance indicator for this role. Your ability to drive business growth and foster strong client relationships will be pivotal in achieving success in this position.,

Actively sourcing and acquiring SME and Emerging Corporate clients across a spectrum of industries, including Manufacturing, Engineering, Chemicals, Pharma, Textiles, and Logistics. Conducting thorough credit and risk analyses to inform sound decision-making, while adeptly preparing credit notes to facilitate smooth deal structuring. Ensuring seamless document fulfillment and timely disbursement of credit facilities Working alongside the leadership and risk team to structure competitive deals and onboard clients effectively. Collaborating with the leadership to identify and capitalize on new growth clusters and industries Building and leveraging a strong network within industry circles to expand the business portfolio and capitalize on emerging prospects. What you get: Industry best internal growth and progression (in terms of Grade/Wealth/Team/Learnings) with one of India's biggest and fastest growing NBFCs Opportunity to work alongside and learn from some of the best commercial stalwarts Competitive Pay & Benefits Meritocratic and Rewarding Environment Opportunity to do unconventional lending products with distinct USPs (Best TAT, Broader Client Coverage, Higher Risk Appetite, Superior Client Experience, etc.)

Role & responsibilities Direct Responsibilities Acquiring new clients with benchmark assets. Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. Contributing Responsibilities Achieving the Business target assigned to branch in terms of, assets Aum and SIP book, acquiring clients, enhancing, & upgrading the client relationship. Ensuring the highest level of service to the clients. Preferred candidate profile Good communication and interpersonal skills Self motivated & Go getter Build Customer Relationship

This is an Internal document. Location Manager Corporate Salary Job ID Department RL Corporate Salary Location Bangalore, Position Grade M5/M6 Corporate Salary business vertical is a part of Retail Liabilities division of the Consumer Bank segment. The Kotak Salary Account program provides a comprehensive product suite to cater to the financial needs of the salaried individual. The segment offers to its customer the entire range of banking products available within the consumer bank and of course works closely across all businesses of the Kotak Group. The sales team primarily comprises of Account Managers, Key Account Managers, Corporate Relationship Managers Territory Managers & Location Managers. Will be responsible for location business targets for core, value & cross sell. Will have to work on defined Large Corporate Accounts for penetration and achieve business goals. Personally get involved in the acquisition of Sr Mgmt/Mid Mgmt accounts within an empaneled corporate Adhere to KYC / Quality and regulatory norms and approved processes as per company policy. Maintaining Cordial relations with internal / external Customer / departments. Drive team productivity and Sales Efficiencies. Ensure team is meeting SOP on monthly basis Should ensure corporate account profitability by maintaining salary upload percentage above 90% at all times Should be self starter / high on energy. Focussed to drive both volume & Value target for the location Good communication and analytical skills. Candidate should be confident / aggressive & team player. Passion for Corporate / senior level engagement Should be preferably post graduate 8 to 10 years of work experience of which atleast 5 years experience in Corporate Sales J o b R o l e Job RequirementsJ o b R o l e