Customer Acquisition Manager - Banking Sales

Kotak Mahindra Bank; Khordha; On-site; INR 600,000 - 900,000; Full time

Job summary

Kotak Mahindra Bank is looking to hire an Acquisition Manager - Sales to source and onboard new customers for a range of banking products. The role emphasizes lead generation, field visits, and building lasting relationships with customers and partners.

The position requires 1–5 years in banking sales or related fields, with strong communication and negotiation skills to meet sales targets and ensure compliant onboarding.

Qualifications

• Graduate in any discipline; MBA preferred and relevant sales experience.
• 1–5 years of Banking Sales, Financial Services, NBFC, or Insurance Sales.
• Strong communication, negotiation, and relationship management skills.

Responsibilities

• Acquire new customers for Savings Accounts, Current Accounts, Fixed Deposits, and other banking products.
• Generate business through field visits, referrals, corporate tie-ups, and local market activities.
• Identify customer needs and recommend suitable banking solutions.
• Cross-sell banking products such as Personal Loans, Business Loans, Credit Cards, Insurance, and Investment Products.
• Meet monthly and quarterly sales targets assigned by the bank.
• Build and maintain strong relationships with customers and business partners.
• Conduct KYC verification and ensure compliance with regulatory requirements.
• Maintain accurate records of customer interactions and sales activities in the CRM system.
• Monitor market trends and competitor activities to identify business opportunities.
• Coordinate with operations and service teams for smooth customer onboarding.

Skills

Sales & Business Development

Lead Generation

Relationship Management

Cross-Selling

Market Intelligence

Communication & Negotiation

Team Collaboration

Customer Service Orientation

Customer Acquisition

Education

MBA preferred

Graduate in any discipline

Job description

Job Title: Acquisition Manager - Sales

The Acquisition Manager - Sales is responsible for sourcing and acquiring new customers for the bank's liability and asset products. The role involves generating leads, building customer relationships, achieving sales targets, and ensuring high-quality customer onboarding while complying with organizational policies and regulatory guidelines.

Key Responsibilities

• Acquire new customers for Savings Accounts, Current Accounts, Fixed Deposits, and other banking products.
• Generate business through field visits, referrals, corporate tie-ups, and local market activities.
• Identify customer needs and recommend suitable banking solutions.
• Cross-sell banking products such as Personal Loans, Business Loans, Credit Cards, Insurance, and Investment Products.
• Meet monthly and quarterly sales targets assigned by the bank.
• Build and maintain strong relationships with customers and business partners.
• Conduct KYC verification and ensure compliance with regulatory requirements.
• Maintain accurate records of customer interactions and sales activities in the CRM system.
• Monitor market trends and competitor activities to identify business opportunities.
• Coordinate with operations and service teams for smooth customer onboarding.

Required Qualifications

• Graduate in any discipline (MBA preferred).
• 1-5 years of experience in Banking Sales, Financial Services, NBFC, or Insurance Sales.
• Strong communication, negotiation, and relationship management skills.
• Knowledge of retail banking products and sales processes.
• Ability to work in a target-driven environment.

Key Skills

• Sales & Business Development
• Customer Acquisition
• Relationship Management
• Lead Generation
• Cross-Selling
• Market Intelligence
• Communication & Negotiation
• Team Collaboration
• Customer Service Orientation

Key Performance Indicators (KPIs)

• New Account Acquisition
• Revenue Generation
• Product Cross-Sell Ratio
• Customer Activation Rate
• Portfolio Growth
• Customer Satisfaction Scores
• Achievement of Sales Targets

Experience Level

Mid Level