Company Description Kotak Mahindra Bank is part of the Kotak Mahindra Group, one of India’s leading financial services conglomerates, established in 1985. In 2003, Kotak Mahindra Finance Ltd. became Kotak Mahindra Bank Limited, the first non-banking finance company in India to receive a banking license from the Reserve Bank of India. The Group provides a broad range of services including commercial banking, stock broking, mutual funds, life insurance, and investment banking for individual and corporate clients.

With a strong presence through branches and franchisees across India and international offices in major global financial centers, Kotak Mahindra offers wide-reaching career opportunities. Potential team members can learn more about the organization and its regulatory details on the company’s official website.

Role Description The Premier Acquisition Manager – RL Sales – Sales role is a full-time, on-site position based in Surat. The role focuses on acquiring current premier customers for retail lending products, including sourcing leads through various channels, meeting prospective customers, and explaining Kotak Mahindra Bank’s offerings. Daily responsibilities include conducting customer meetings, understanding financial needs, presenting tailored solutions, and ensuring timely completion of applications and documentation.

The role also involves coordinating with internal teams for credit assessment and approval, tracking conversions,



and maintaining accurate records in the bank’s systems.

The Premier Acquisition

Manager is expected to meet sales targets, uphold compliance and risk management standards, and build long-term relationships that support portfolio growth.

Qualifications

- Candidates should possess robust Communication skills, including clear verbal and written interaction and the ability to present financial products effectively.
- Candidates should possess Lead Generation and Customer Acquisition skills to identify prospects, nurture opportunities, and convert them into active customers.
- Candidates should possess Sales skills, including negotiation, closure, and target achievement in a retail lending or financial services environment.
- Candidates should possess Account Management skills to maintain relationships, support customer retention, and handle post-acquisition service needs.
- Relevant experience in banking, financial services, or retail lending is preferred, along with familiarity with local markets in Surat.
- Ability to work on-site, manage field visits, and use digital tools/CRM systems for tracking leads and customer data.
- Bachelor’s degree in business, finance, marketing, or a related field is desirable; equivalent practical experience in sales may also be considered.
- Strong ethical standards, attention to detail, and adherence to regulatory and internal compliance guidelines.

📌 Premier Acquisition Manager-Business Banking-Sales-Sales (Surat)
🏢 Kotak Mahindra Bank
📍 Surat