As an Acquisition Manager, you will be instrumental in driving sales growth and expanding our customer base, particularly in the CASA segment. Your primary focus will be on sourcing new CASA accounts from the open market and cross-selling other banking products. This role offers an opportunity to work independently and collaborate with diverse teams to represent the bank's brand and values.
Responsibilities- Acquire new CASA accounts and increase market share.
- Develop and execute comprehensive sales plans, utilizing field sales, channel sourcing, and referrals.
- Build and maintain strong client relationships, offering personalized solutions and ensuring exceptional customer satisfaction.
- Conduct market research and analyze competitors to adapt sales strategies and identify growth opportunities.
- Collaborate with internal teams to streamline the customer acquisition process, including account opening and documentation.
Ensure compliance with banking regulations, such as KYC, AML, and audit requirements.
- Represent the bank professionally, upholding its brand values and reputation in all client interactions.
- Stay updated with industry trends and continuously improve sales strategies to achieve sales targets.
- Minimum graduation in any discipline, with a strong academic background.
At least 1 year of experience in CASA or BFSI sales, demonstrating a successful track record of achieving sales targets.
- Excellent communication and interpersonal skills, with a client-centric approach and a proven ability to build relationships.
- Analytical mindset, capable of interpreting data and making informed sales decisions.
- In-depth knowledge of banking products, especially in the CASA segment, to offer tailored solutions to clients.
- Ability to work independently, manage multiple tasks, and prioritize effectively in a fast-paced banking environment.
- Flexibility to travel for business development and attend client meetings as required.
- A results-driven mindset, passionate about sales, and a proven track record of success in achieving sales targets.
Skills Required
- Graduation in any discipline
- Strong academic background
- At least 1 year of experience in CASA or BFSI sales
- Successful track record of achieving sales targets
- Excellent communication and interpersonal skills
- Client-centric approach and relationship-building ability
- Analytical mindset with the ability to interpret data and make informed sales decisions
- In-depth knowledge of banking products, especially CASA
- Ability to work independently and prioritize multiple tasks
- Flexibility to travel for business development and client meetings
- Results-driven mindset and passion for sales
What We Do
About Kotak Mahindra Group: Established in 1985, the Kotak Mahindra Group is one of India’s leading financial services conglomerates. In February 2003, Kotak Mahindra Finance Ltd. (KMFL), the Group’s flagship company, received a banking license from the Reserve Bank of India (RBI). With this, KMFL became the first non-banking finance company in India to become a bank – Kotak Mahindra Bank Limited. The consolidated balance sheet of Kotak Mahindra Group is over 1 lakh crore and the consolidated net worth of the Group stands at 13,943 crore (approx US$ 2.6 billion) as on September 30, 2012. The Group offers a wide range of financial services that encompass every sphere of life. From commercial banking, to stock broking, mutual funds, life insurance and investment banking, the Group caters to the diverse financial needs of individuals and the corporate sector. The Group has a wide distribution network through branches and franchisees across India, and international offices in London, New York, California, Dubai, Abu Dhabi, Bahrain, Mauritius and Singapore. For more information, please visit the company’s website at http://www.kotak.com
