Acquire new CASA accounts, expand market share, cross-sell banking products, and achieve sales targets through field sales, referrals, and channel sourcing. Build client relationships, conduct market and competitor research, coordinate account opening and documentation, and ensure compliance with KYC, AML, and audit requirements. Represent the bank professionally while identifying growth opportunities and adapting sales strategies.
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.
Kotak Mahindra Bank Dharamātālā, Paschim Banngaal, IND Office
Dharamātālā, India
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