Premier Acquisition Manager - CASA-Sales-Sales

Kotak Mahindra Bank; Puri; On-site; INR 1,200,000 - 2,400,000; Full time

Job summary

Kotak Mahindra Bank in India invites applications for the Premier Acquisition Manager role focused on expanding CASA product sales and building high-value customer relationships in Odisha.

You will lead a sales team, develop strategic plans for high-net-worth clients, identify quality leads, and collaborate with marketing and operations to deliver a superior customer experience while ensuring compliance and ethical practices.

Qualifications

• Bachelor’s degree in business, finance or related field.
• Minimum 5 years of sales experience with track record.
• Strong knowledge of CASA accounts and banking products.
• Excellent communication and interpersonal skills.
• Leadership experience with team management.
• Analytical mindset with data interpretation.
• Proficiency in CRM systems and sales tools.
• Willingness to travel as required.

Responsibilities

• Lead and manage a sales team to hit targets.
• Develop and execute plans targeting high-net-worth clients.
• Identify and qualify leads through research.
• Build relationships with customers and ensure satisfaction.
• Conduct needs assessments and tailor solutions.
• Monitor market trends and stay ahead of competitors.
• Collaborate with marketing and operations for seamless experience.
• Analyze sales performance and recommend improvements.
• Provide reports to senior management.
• Ensure regulatory compliance and ethical sales practices.

Skills

Sales leadership

CRM proficiency

Banking products

Negotiation

Strategic planning

Communication

Data analysis

Travel willingness

Education

Bachelor's degree in business/finance

Tools

CRM software

Job description

Job Description:

As the Premier Acquisition Manager, you will play a crucial role in expanding the banks customer base and driving sales for CASA products. Your primary focus will be on acquiring high-value customers and building strong relationships with them. You will be responsible for developing and implementing effective sales strategies, identifying potential leads, and converting them into successful sales. This role offers an exciting opportunity to make a significant impact on the banks growth and success.

Responsibilities

• Lead and manage a team of sales professionals, providing guidance and support to achieve sales targets.
• Develop and execute strategic sales plans to target high-net-worth individuals and businesses.
• Identify and qualify potential leads through thorough research and analysis.
• Build and maintain strong relationships with existing and prospective customers, ensuring a high level of customer satisfaction.
• Conduct needs assessments and provide tailored solutions to meet customer requirements.
• Stay updated on market trends, competitor activities, and industry developments to stay ahead of the competition.
• Collaborate with other departments, such as marketing and operations, to align sales efforts and ensure a seamless customer experience.
• Monitor and analyze sales performance, identifying areas for improvement and implementing necessary actions.
• Provide regular reports and updates to senior management, highlighting key achievements and challenges.
• Ensure compliance with all relevant regulations and maintain high ethical standards in sales practices.

Qualifications

• A bachelors degree in business, finance, or a related field is preferred.
• Minimum 5 years of experience in sales, with a proven track record in achieving sales targets.
• Strong knowledge of banking products, especially CASA accounts, and an understanding of the Indian banking industry.
• Excellent communication and interpersonal skills, with the ability to build rapport and negotiate effectively.
• Demonstrated leadership and management skills, with the ability to motivate and inspire a team.
• Analytical mindset with the ability to interpret data and make informed decisions.
• Proficiency in using CRM systems and sales enablement tools.
• Strong organizational skills and attention to detail.
• Ability to work independently and manage multiple priorities.
• Willingness to travel as required for business development purposes.

Requirements: