Role & responsibilities

To acquire new-to-bank customers by sourcing Savings Accounts and Current Accounts, building customer relationships, and driving business growth through liability products and cross-selling opportunities. The role involves identifying potential customers, generating leads, achieving acquisition targets, and ensuring excellent customer service while maintaining compliance with bank policies.

- Acquire new CASA (Current Account & Savings Account) customers through direct sales and relationship-building activities.
- Conduct market mapping, field visits, corporate visits, and customer meetings to generate quality leads.
- Develop and maintain strong relationships with individuals, professionals, business owners, affluent, and HNI customers.
- Promote and sell banking products including Savings Accounts, Current Accounts, Fixed Deposits, Debit Cards, and Digital Banking solutions.
- Cross-sell products such as Insurance, Mutual Funds, Wealth Products, and other fee-based offerings.
- Achieve monthly acquisition, funding, and revenue targets.
- Ensure proper KYC documentation and compliance with regulatory guidelines.
- Coordinate with branch and operations teams for smooth customer onboarding.
- Build referral networks and generate business through existing customer relationships.




- Maintain accurate records of customer interactions and sales activities.
- Preferred candidate profile

- raduate / Postgraduate in any discipline from a recognized university.
- 1 to 8 years of experience in Banking, Financial Services, NBFC, Insurance, Wealth Management, or Direct Sales.
- Experience in CASA acquisition, liability sales, customer acquisition, or relationship management is preferred.
- Proven track record of achieving sales and business acquisition targets.
- Strong networking, lead generation, and relationship-building skills.
- Excellent communication, presentation, and negotiation skills.
- Good understanding of banking products such as Savings Accounts, Current Accounts, Fixed Deposits, Insurance, Mutual Funds, and Wealth Products.
- Ability to work in a target-driven and fast-paced workplace.
- Candidate should be customer-centric with a strong focus on service excellence.
- Proficiency in local language and English/Hindi preferred.
- Candidates with experience in handling Affluent/HNI customers will have an added advantage for Premier Acquisition Manager roles.
- Willingness to travel locally for customer acquisition and business development activities.

📌 Premier Acquisition Manager /Acquisition Manager (Hyderabad)
🏢 Kotak Mahindra Bank
📍 Hyderabad