Manages a defined set of customers, leads, or transactional sales opportunities with moderate guidance. Builds customer relationships, maintains a healthy pipeline, and supports the end-to-end sales cycle while partnering with Account Executives and internal teams to achieve sales objectives.
Compensation
The on-target earnings (OTE) range for this role is $60,000 to $70,000 USD annually with a 60%/40% (salary/incentive) mix. There are additional opportunities for pay in the form of bonuses and/or equity (applies to United States of America candidates only). Pay varies by work location, job-related knowledge, skills, and experience.
Responsibilities
Develop and manage a pipeline of qualified opportunities within an assigned customer segment or account set.
Conduct prospecting, lead generation, cold calling, networking, and referral follow-up to create new sales opportunities.
Assess customer needs and tailor sales messages to communicate relevant product, service, and solution value.
Independently manage smaller transactional deals from qualification through close within established authority and processes.
Partner with Account Executives to develop approaches for customer retention, account growth, and portfolio expansion.
Requirements
High School Diploma/General Education Diploma (GED)/Higher Secondary education or commensurate work experience or demonstrated competence.
Manages a defined set of customers, leads, or transactional sales opportunities with moderate guidance. Builds customer relationships, maintains a healthy pipeline, and supports the end-to-end sales cycle while partnering with Account Executives and internal teams to achieve sales objectives.
Compensation
The on-target earnings (OTE) range for this role is $60,000 to $70,000 USD annually with a 60%/40% (salary/incentive) mix. There are additional opportunities for pay in the form of bonuses and/or equity (applies to United States of America candidates only). Pay varies by work location, job-related knowledge, skills, and experience.
Responsibilities
Develop and manage a pipeline of qualified opportunities within an assigned customer segment or account set.
Conduct prospecting, lead generation, cold calling, networking, and referral follow-up to create new sales opportunities.
Assess customer needs and tailor sales messages to communicate relevant product, service, and solution value.
Independently manage smaller transactional deals from qualification through close within established authority and processes.
Partner with Account Executives to develop approaches for customer retention, account growth, and portfolio expansion.
Requirements
High School Diploma/General Education Diploma (GED)/Higher Secondary education or commensurate work experience or demonstrated competence
Nice to have: Certified Inside Sales Professional (CISP)
Manages a defined set of customers, leads, or transactional sales opportunities with moderate guidance. Builds customer relationships, maintains a healthy pipeline, and supports the end-to-end sales cycle while partnering with Account Executives and internal teams to achieve sales objectives.
Compensation
The on-target earnings (OTE) range for this role is $60,000 to $70,000 USD annually with a 60%/40% (salary/incentive) mix. There are additional opportunities for pay in the form of bonuses and/or equity (applies to United States of America candidates only). Pay varies by work location, job-related knowledge, skills, and experience.
Responsibilities
Develop and manage a pipeline of qualified opportunities within an assigned customer segment or account set.
Conduct prospecting, lead generation, cold calling, networking, and referral follow-up to create new sales opportunities.
Assess customer needs and tailor sales messages to communicate relevant product, service, and solution value.
Independently manage smaller transactional deals from qualification through close within established authority and processes.
Partner with Account Executives to develop approaches for customer retention, account growth, and portfolio expansion.
Requirements
High School Diploma/General Education Diploma (GED)/Higher Secondary education or commensurate work experience or demonstrated competence.
Acquire new customers through open market activities and drive sales of financial products for Kotak 811 Digital Sales.
Responsibilities
Conduct 100% field-based customer acquisition for Savings and Current Accounts through Canopy and Umbrella activities
Cold calling
Referrals and open market sourcing
Drive cross-selling of financial products such as Life Insurance (LI), General Insurance (GI), Systematic Investment Plans (SIP), Personal Loans (PL), Fixed Deposits (FD)
Build and maintain strong relationships with existing customers to enhance engagement and product penetration
As a Relationship Officer – Customer Engagement, you will be responsible for acquiring and managing high-net-worth individuals (HNIs) within the bank’s Priority Banking segment.
Responsibilities
Acquire and expand relationships with High Net Worth (HNI) customers by sourcing Category A Priority clients.
Generate new customer leads through structured lead generation models and external field support.
Ensure high levels of customer service and strict adherence to bank policies and compliance norms.
Cross-sell a wide range of bank products to existing customers to deepen wallet share.
Educate clients on new products and enhancements to strengthen the banking relationship.
Acquisition Relationship ManagerNewKotak · Hyderabad, India
Customer Service Executive - UCV Finance - Motor Finance - SalesNewTata Capital · Vadodara, India