Sales Executive-CREDIT CARD-Support (D0)

Kotak Mahindra Bank Ltd; Delhi; On-site; INR 350,000 - 520,000; Full time

Job summary

Kotak Mahindra Bank Ltd is seeking a Credit Card Sales Executive who will drive credit card acquisition through a team of Sales Executives and channel SRMs/DSTs, aiming to meet business targets.

The role involves ensuring compliance, managing branch collaboration, generating leads from customers, and guiding applicants through the end-to-end process to achieve higher conversion.

Qualifications

• Source and acquire new credit card customers through branch banking and open market activities.
• Generate leads from existing bank customer databases and walk-in customers.
• Explain product features, benefits, eligibility, and documentation requirements to customers.
• Ensure end-to-end completion of customer application forms and required documentation.
• Maintain daily sales productivity and achieve assigned monthly targets.
• Coordinate with branch staff and relationship managers for lead generation and conversions.
• Compliance and process guidelines.
• Maintain proper follow-up on pending applications for higher conversion ratios.
• Participate in sales campaigns, contests, and promotional activities launched by the bank.

Responsibilities

• Source and acquire new credit card customers through branch banking and open market activities.
• Generate leads from existing bank customer databases and walk-in customers.
• Explain product features, benefits, eligibility, and documentation requirements to customers.
• Ensure end-to-end completion of customer application forms and required documentation.
• Maintain daily sales productivity and achieve assigned monthly targets.
• Coordinate with branch staff and relationship managers for lead generation and conversions.
• Compliance and process guidelines.
• Maintain proper follow-up on pending applications for higher conversion ratios.
• Participate in sales campaigns, contests, and promotional activities launched by the bank.

Job description

The Credit Card Sales Sales Executive is responsible for driving credit card acquisition through a team of Sales Executives and channel SRMs/DSTs. The role focuses on achieving business targets, managing team productivity, ensuring compliance, and building strong channel partnerships.

Key Responsibilities:

1. Source and acquire new credit card

Source and acquire new credit card customers through branch banking and open market activities.

1. Generate leads from existing bank customer

Generate leads from existing bank customer databases and walk-in customers.

1. Explain product features, benefits

Explain product features, benefits, eligibility, and documentation requirements to customers.

1. Ensure end-to-end completion

Ensure end-to-end completion of customer application forms and required documentation.

Maintain daily sales productivity and achieve assigned monthly targets.

1. Coordinate with branch staff and relationship managers

Coordinate with branch staff and relationship managers for lead generation and conversions.

1. Compliance and process guidelines

Ensure adherence to bank compliance and process guidelines.

1. Maintain proper follow-up

Maintain proper follow-up on pending applications for higher conversion ratios.

1. Participate in sales campaigns

Participate in sales campaigns, contests, and promotional activities launched by the bank.