05 Nov
|
Kotak Securities
|
Secunderabad
05 Nov
Kotak Securities
Secunderabad
Job Description - Premier Acquisition Manager (M2 Grade) - Branch Banking CASA Sales
Job Purpose
Responsible for acquiring high-value customers and driving CASA business through relationship-based sales, customer acquisition, portfolio deepening and cross-selling banking products.
Key Responsibilities
. Acquire current Premier and affluent customers for CASA business.
. Drive Current Account and Savings Account growth.
. Manage HNI and affluent customer relationships.
. Generate leads for wealth, insurance and investment products.
. Ensure KYC and onboarding compliance.
. Improve customer retention and portfolio value.
. Partner with branch teams to achieve business targets.
. Monitor market opportunities and competitor activities.
Eligibility & Experience
. Graduate in any discipline MBA preferred.
.
5-8 years of experience in Branch Banking, CASA Sales, Priority Banking or Wealth Acquisition.
. Strong track record in liability acquisition and relationship management.
Skills & Competencies
CASA Sales, Customer Acquisition, Relationship Management, Business Development, Cross-Selling, Negotiation, Market Intelligence and Customer Service Excellence.
KPIs
CASA Acquisition, New-to-Bank Customers, Average Balance Growth, Cross-Sell Revenue, Portfolio Growth, Customer Retention and Compliance Scores.
Reporting To
Area Sales Manager / Regional Sales Manager
Location
As per business requirement
📌 Premier Acquisition Manager_Sales_0412_8396_1100983 (Secunderabad)
🏢 Kotak Securities
📍 Secunderabad