Posted:4 days ago| Platform: Linkedin logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Role Objective:

To lead and drive business growth for Current and Savings Accounts (CASA) through effective team management, customer engagement, and adherence to regulatory standards.


Key Responsibilities:

  • Business Development:

  • Mobilize business for

    Current Accounts and Savings Accounts

    .
  • Drive

    sales numbers and value

    across assigned branches or regions.
  • Team Leadership:

  • Recruit, train, and mentor team members regularly.
  • Accompany team members on client visits, especially for key accounts.
  • Act as a single point of contact for team members regarding customer grievances.
  • Customer Engagement:

  • Organize lead generation activities to boost customer acquisition.
  • Ensure high-quality service delivery aligned with bank standards.
  • Compliance & Documentation:

  • Ensure proper documentation and compliance with

    KYC norms

    as per RBI guidelines.
  • Validate account opening forms before submission to RPCs for processing.


Candidate Requirements:

  • Education:

    MBA / Graduate
  • Experience:

    Minimum 4–6 years in banking sales, preferably in CASA acquisition
  • Certifications:

    Knowledge of Trinity, NR, and TPP (insurance) is preferred
  • Team Handling experience is mandatory.


Skills:

  • Excellent written and verbal communication
  • Strong process orientation
  • Conscientious and adaptable
  • Ability to lead and motivate teams


Preferred Attributes:

  • Proven track record in

    retail banking sales

  • Familiarity with

    branch banking operations

  • Customer-centric approach with strong interpersonal skills

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Kotak Mahindra Bank logo
Kotak Mahindra Bank

Banking

Mumbai Maharashtra

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