Premier Acquisition Manager - CASA-Sales-Sales

Posted 5 Days Ago
Be an Early Applicant
Hiring Remotely in Uttar Pradesh, IND
Remote
Senior level
Fintech • Payments • Financial Services
The Role
Leads acquisition and management of high-value CASA customers for a bank. Develops sales strategies, targets high-net-worth individuals and businesses, manages sales teams, builds referral networks, analyzes customer data, ensures regulatory compliance, and supports customer onboarding. The role requires banking sales expertise, leadership, relationship management, CRM proficiency, and knowledge of CASA products.
Summary Generated by Built In

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.

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.
Qualifications
  • 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.

Skills Required

  • Minimum 5 years of sales experience 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 CRM systems and sales analytics tools
  • Knowledge of banking products and services, especially CASA products
  • Analytical skills to interpret data and make informed decisions
  • Self-motivated and results-driven approach
  • Willingness to continuously learn and adapt to industry changes
  • Bachelor's degree in Business, Finance, or a related field
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The Company
HQ: Mumbai
74,097 Employees
Year Founded: 1985

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

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