K

Premier Acquisition Manager - CASA_Sales_0412_1519_1003881

Kotak Securities Ltd

5 - 8 years

Mumbai

Posted:13 hours ago

Job Description

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 new 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

Skills Required

Casa Sales Sales Customer Acquisition Cross Selling Banking Products Current Account Insurance Investment Products KYC Onboarding Customer Retention Branch Banking

Free courses, interview questions and practice for each skill.

Mock Interview

Practice Video Interview with JobPe AI

Start Job-Specific Interview
cta

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.

coding practice

Enhance Your Skills

Practice coding challenges to boost your skills

Start Practicing Now
K
Kotak Securities Ltd

RecommendedJobs for You