Premier Acquisition Manager - CASA_Sales_0412_3749_1102045

Kotak Mahindra Bank; Bhilwara; On-site; INR 900,000 - 1,500,000; Full time

Job summary

Kotak Mahindra Bank seeks a Premier Acquisition Manager (M2) to drive CASA business through relationship-based sales and wealth product cross-selling. You will acquire high-value customers, grow current and savings accounts, and partner with branch teams to meet targets.

Eligibility includes a graduate degree; MBA preferred and 5–8 years in branch banking or wealth acquisition. Strong liability acquisition and relationship management track record is essential.

Qualifications

• Graduate in any discipline; MBA preferred.
• 5-8 years of experience in Branch Banking, CASA Sales, Priority Banking or Wealth Acquisition.
• Strong track record in liability acquisition and relationship management.

Responsibilities

• Acquire new Premier and affluent customers for CASA business.
• Drive Current Account and Savings Account growth.
• Manage HNI and affluent customer relationships.
• Generate leads for wealth, insurance and investment products.
• Ensure KYC and onboarding compliance.
• Improve customer retention and portfolio value.
• Partner with branch teams to achieve business targets.
• Monitor market opportunities and competitor activities.

Skills

CASA Sales

Customer Acquisition

Relationship Management

Business Development

Cross-Selling

Negotiation

Market Intelligence

Customer Service Excellence

Education

MBA (preferred)

Graduate in any discipline

Job description

Job Description:

Premier Acquisition Manager (M2 Grade) – Branch Banking CASA Sales

Job Purpose

Responsible for acquiring high-value customers and driving CASA business through relationship-based sales, customer acquisition, portfolio deepening and cross-selling banking products.

Key Responsibilities

• Acquire new Premier and affluent customers for CASA business.
• Drive Current Account and Savings Account growth.
• Manage HNI and affluent customer relationships.
• Generate leads for wealth, insurance and investment products.
• Ensure KYC and onboarding compliance.
• Improve customer retention and portfolio value.
• Partner with branch teams to achieve business targets.
• Monitor market opportunities and competitor activities.

Eligibility & Experience

• Graduate in any discipline; MBA preferred.
• 5-8 years of experience in Branch Banking, CASA Sales, Priority Banking or Wealth Acquisition.
• Strong track record in liability acquisition and relationship management.

Skills & Competencies

CASA Sales, Customer Acquisition, Relationship Management, Business Development, Cross-Selling, Negotiation, Market Intelligence and Customer Service Excellence.

KPIs

CASA Acquisition, New-to-Bank Customers, Average Balance Growth, Cross-Sell Revenue, Portfolio Growth, Customer Retention and Compliance Scores.

Reporting To

Area Sales Manager / Regional Sales Manager

Location

As per business requirement