Premier Acquisition Manager

6 days ago

Mumbai, Maharashtra, India Kotak Mahindra Bank Full time
Description
We are seeking a dynamic and results-driven professional to join our Sales-Regional Head's Office as a Premier Acquisition Manager. In this role, you will be responsible for acquiring and managing a portfolio of HNIs, selling targeted products and services, and generating significant revenue for the bank. Your expertise in coordination, communication, and portfolio management will be crucial in building a strong CASA book and contributing to the bank's success.

Responsibilities
  • Acquiring and managing a portfolio of High Net-worth Individuals (HNIs) through targeted acquisition strategies.
  • Selling Third-Party Products (TPP) and generating revenue by offering tailored financial solutions to HNIs.
  • Building and maintaining strong relationships with HNIs to ensure long-term business growth and client retention.
  • Coordinating with various channels and teams to ensure seamless delivery of products and services to HNIs.
  • Staying updated on market trends, competitor offerings, and regulatory changes to provide HNIs with the best financial solutions.
  • Conducting regular performance reviews and providing feedback to the sales team to enhance their acquisition and sales skills.
  • Collaborating with the marketing team to develop and execute targeted marketing campaigns for HNI acquisition.
  • Analyzing and interpreting sales data to identify trends, opportunities, and areas for improvement in the HNI acquisition process.
  • Ensuring compliance with all relevant regulations and policies while acquiring and managing HNI portfolios.
  • Providing exceptional customer service and building a positive brand image for Kotak Mahindra Bank Ltd.
Qualifications
  • Minimum 2 years of experience in sales, with a proven track record of acquiring and managing high-value clients.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with HNIs.
  • Strong coordination skills and the ability to work effectively with different teams and channels.
  • Knowledge of portfolio management and experience in managing a diverse range of financial products.
  • Analytical mindset with the ability to interpret data and make informed business decisions.
  • Familiarity with banking regulations and compliance standards.
  • Strong leadership and team management skills, with the ability to motivate and mentor a high-performing sales team.
  • Proficiency in using sales and customer relationship management (CRM) tools.
  • A results-oriented mindset with a passion for driving business growth and achieving sales targets.

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