Walk-in | Premier Acquisition Manager /Acquisition Manager

Kotak Mahindra Bank; Tiruppur; On-site; INR 350,000 - 550,000; Full time

Job summary

Kotak Mahindra Bank in Tiruppur invites an accomplished sales professional to acquire CASA customers and cross-sell banking products. You will source new accounts, build lasting relationships, and meet monthly targets while ensuring KYC compliance and superb service.

You will conduct market mapping, customer meetings, and leverage a network of referrals, traveling locally when required to grow the bank's retail customer base.

Qualifications

• Experience in CASA acquisition or liability sales is preferred.
• Strong networking and relationship-building skills.
• Excellent communication, presentation and negotiation abilities.

Responsibilities

• Acquire new CASA customers through direct sales and relationship-building.
• Conduct market mapping, field visits, and meetings to generate leads.
• Develop and maintain relationships with individuals, professionals, business owners, and HNIs.
• Promote and sell banking products including savings/current accounts, FDs, and digital banking.
• Cross-sell Insurance, Mutual Funds, Wealth products, and other offerings.
• Achieve monthly acquisition, funding and revenue targets.
• Ensure proper KYC and regulatory compliance.
• Coordinate with branch and operations for onboarding.
• Build referrals and generate business from existing relationships.
• Maintain accurate records of customer interactions and sales activities.

Skills

Networking

Lead generation

Relationship-building

Communication skills

Negotiation

Presentation skills

Customer-centric

Travel readiness

English proficiency

Hindi proficiency

Education

Graduate / Postgraduate in any discipline

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.