Premier Acquisition Manager /Acquisition Manager

Kotak Mahindra Bank; Hyderabad; On-site; INR 500,000 - 700,000; Full time

Job summary

Kotak Mahindra Bank invites applications for a customer acquisition role in Hyderabad, focusing on Savings and Current Accounts, liability products, and cross-selling opportunities. The role emphasizes building relationships, sourcing leads, and meeting acquisition targets while ensuring KYC compliance.

The ideal candidate should have 1 to 8 years in Banking/FS, strong networking and communication skills, and a customer-centric approach to service excellence.

Qualifications

• Graduate / Postgraduate in any discipline from a recognized university.
• 1 to 8 years of experience in Banking, Financial Services, NBFC, Insurance, Wealth Management, or Direct Sales.
• Experience in CASA acquisition, liability sales, customer acquisition, or relationship management is preferred.
• Proven track record of achieving sales and business acquisition targets.
• Strong networking, lead generation, and relationship-building skills.
• Excellent communication, presentation, and negotiation skills.
• Good understanding of banking products such as Savings Accounts, Current Accounts, Fixed Deposits, Insurance, Mutual Funds, and Wealth Products.
• Ability to work in a target-driven and fast-paced environment.
• Customer-centric with a strong focus on service excellence.
• Proficiency in local language and English/Hindi preferred.

Responsibilities

• Acquire new CASA customers through direct sales and relationship-building activities.
• Conduct market mapping, field visits, corporate visits, and customer meetings to generate quality leads.
• Develop and maintain strong relationships with individuals, professionals, business owners, affluent, and HNI customers.
• Promote and sell banking products including Savings Accounts, Current Accounts, Fixed Deposits, Debit Cards, and Digital Banking solutions.
• Cross-sell products such as Insurance, Mutual Funds, Wealth Products, and other fee-based offerings.
• Achieve monthly acquisition, funding, and revenue targets.
• Ensure proper KYC documentation and compliance with regulatory guidelines.
• Coordinate with branch and operations teams for smooth customer onboarding.
• Build referral networks and generate business through existing customer relationships.
• Maintain accurate records of customer interactions and sales activities.

Skills

Sales

Relationship building

Lead generation

Networking

Communication

Negotiation

Customer service

Education

Graduate / Postgraduate

Job description

Role & responsibilities

To acquire new-to-bank customers by sourcing Savings Accounts and Current Accounts, building customer relationships, and driving business growth through liability products and cross-selling opportunities. The role involves identifying potential customers, generating leads, achieving acquisition targets, and ensuring excellent customer service while maintaining compliance with bank policies.

• Acquire new CASA (Current Account & Savings Account) customers through direct sales and relationship-building activities.
• Conduct market mapping, field visits, corporate visits, and customer meetings to generate quality leads.
• Develop and maintain strong relationships with individuals, professionals, business owners, affluent, and HNI customers.
• Promote and sell banking products including Savings Accounts, Current Accounts, Fixed Deposits, Debit Cards, and Digital Banking solutions.
• Cross-sell products such as Insurance, Mutual Funds, Wealth Products, and other fee-based offerings.
• Achieve monthly acquisition, funding, and revenue targets.
• Ensure proper KYC documentation and compliance with regulatory guidelines.
• Coordinate with branch and operations teams for smooth customer onboarding.
• Build referral networks and generate business through existing customer relationships.
• Maintain accurate records of customer interactions and sales activities.

Preferred candidate profile

• raduate / Postgraduate in any discipline from a recognized university.
• 1 to 8 years of experience in Banking, Financial Services, NBFC, Insurance, Wealth Management, or Direct Sales.
• Experience in CASA acquisition, liability sales, customer acquisition, or relationship management is preferred.
• Proven track record of achieving sales and business acquisition targets.
• Strong networking, lead generation, and relationship-building skills.
• Excellent communication, presentation, and negotiation skills.
• Good understanding of banking products such as Savings Accounts, Current Accounts, Fixed Deposits, Insurance, Mutual Funds, and Wealth Products.
• Ability to work in a target-driven and fast-paced environment.
• Candidate should be customer-centric with a strong focus on service excellence.
• Proficiency in local language and English/Hindi preferred.
• Candidates with experience in handling Affluent/HNI customers will have an added advantage for Premier Acquisition Manager roles.
• Willingness to travel locally for customer acquisition and business development activities.