Premier Acquisition Manager - CASA-Sales-Sales

Kotak Mahindra Bank Ltd; Surat; On-site; INR 1,400,000 - 2,500,000; Full time

Job summary

Kotak Mahindra Bank Ltd is seeking a Premier Acquisition Manager to lead CASA customer acquisitions and manage high-value clients. You will design and execute sales strategies, mentor a sales team, and ensure a seamless onboarding experience.

The role requires strong leadership, banking domain knowledge, CRM proficiency, and the ability to drive growth while maintaining compliance and excellent customer service.

Qualifications

• Bachelor's degree in Business, Finance, or related field preferred.
• Minimum 5 years of experience in sales with proven banking sales track record.
• Strong leadership and team management skills.
• Excellent communication and interpersonal abilities.
• Ability to work independently and manage a high-performance team.
• Proficiency in using CRM systems and sales analytics tools.
• Knowledge of banking products and services, especially CASA.
• Analytical skills to interpret data and make informed decisions.
• Self-motivated and results-driven.
• Willingness to continuously learn and adapt to industry changes.

Responsibilities

• Lead a team of sales professionals and provide mentorship and guidance.
• Develop and execute sales plans to achieve targeted business growth.
• Identify and target high-net-worth individuals and businesses for CASA acquisitions.
• Build and maintain a strong network of referrals and partnerships.
• Conduct market research and stay updated on industry trends and competitor activities.
• Analyze customer data and provide insights to enhance sales strategies.
• Ensure compliance with all regulatory and bank policies during the sales process.
• Provide excellent customer service and build long-term relationships with clients.
• Collaborate with other departments to ensure a smooth customer onboarding process.

Skills

Leadership

Team management

CRM proficiency

Sales

Communication

Banking sales

Analytical skills

Education

Bachelor's degree in Business/Finance

Tools

CRM systems

Sales analytics tools

Job description

As a Premier Acquisition Manager, you will be responsible for acquiring and managing high-value customers for the bank's CASA (Current Account Savings Account) segment. This role is crucial in driving the bank's growth and expanding its customer base. You will be a key player in developing and implementing sales strategies, building strong relationships with clients, and ensuring a seamless customer experience.

• Lead a team of sales professionals and provide mentorship and guidance.
• Develop and execute sales plans to achieve targeted business growth.
• Identify and target high-net-worth individuals and businesses for CASA acquisitions.
• Build and maintain a strong network of referrals and partnerships.
• Conduct market research and stay updated on industry trends and competitor activities.
• Analyze customer data and provide insights to enhance sales strategies.
• Ensure compliance with all regulatory and bank policies during the sales process.
• Provide excellent customer service and build long-term relationships with clients.
• Collaborate with other departments to ensure a smooth customer onboarding process.

• A bachelor's degree in Business, Finance, or a related field is preferred.
• Minimum 5 years of experience in sales, with a proven track record in banking sales.
• Strong leadership and team management skills.
• Excellent communication and interpersonal abilities.
• Ability to work independently and manage a high-performance team.
• Proficiency in using CRM systems and sales analytics tools.
• Knowledge of banking products and services, especially in the CASA segment.
• Analytical skills to interpret data and make informed decisions.
• A self-motivated and results-driven approach to work.
• Willingness to continuously learn and adapt to industry changes.