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Customer Acquisition Manager

Coimbatore, Tamil Nadu

Kotak Mahindra Life Insurance

Job Description

Chartered Accountant freshers can apply
MBA with 2-3 years of experience can apply

Key Responsibilities:

Business Development
1. Term Business
a. Acquire new accounts primarily through brokers
b. Facilitate deepening of existing term customers for additional business opportunities
c. Facilitate the retail distribution team for retail business at our corporate clients
2. Funds Business
a. To handle SME customers for acquisition, retention and deepening for gratuity and leave encashment
b. Facilitate deepening of existing fund customers for additional business opportunities
c. Facilitate the retail distribution team for retail business at our corporate clients
3. You would be required to identify potential accounts and open business calls.
4. Initiate broker relationship & manage the same to successfully generate business
5. Reporting of account updates to respect head of state
6. Assist in the preparation of deliverables to clients in term of business proposals, competition comparatives, etc
7. Gather & make use of secondary sources for gathering information about corporate , PSUs, competitors, etc.
Relationship Manager
1. Servicing of assigned existing customers
2. Ensuring increase in book size from existing customers
3. Coordinate with the internal teams to ensure successful resolution of client requirements & issues
4. Build relationships & confidence levels with distribution networks
5. Any other activity requiring assistance for the team during the regular course of business

Company Description


Kotak Mahindra Group
A legacy built over 2 decades Kotak Mahindra is one of... India's leading banking and financial services organizations, offering a wide range of financial services that encompass every sphere of life. From commercial banking, to stock broking, to mutual funds, to life insurance, to investment banking, the group caters to the diverse financial needs of individuals and corporate sector.
The group has a net worth of over Rs. 100.6 billion and has a distribution network of branches, franchisees, representative offices and satellite offices across cities and towns in India, and offices in New York, London, San Francisco, Dubai, Mauritius and Singapore servicing around 8 million customer accounts.

Read more about the group

Our Story
Our Businesses
Senior Management
Awards
  Read full description

Additional Information

Last updated:
08/01/2019
Job type:
Full time
Position type:
Permanent
Vacancies:
2
Minimum experience:
Less than one year
Education:
Compulsory Education
Salary range:
₹ 4,00,000 - ₹ 8,00,000 / Yearly (Gross Pay)
Category:
Jobs in Customer Service / Call Centre / Operations / Data Entry
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