Acquisition Manager - CASA Sales

About the Company

Kotak Mahindra Group, established in 1985, is a prominent financial services conglomerate in India. The Group's flagship entity, Kotak Mahindra Bank Limited, started as a non-banking finance company and became a bank in 2003 after receiving its banking license from the Reserve Bank of India. With a consolidated balance sheet exceeding 1 lakh crore and a net worth of approximately 13,943 crore INR as of September 2012, the Group offers a diverse range of financial products and services including commercial banking, stock broking, mutual funds, life insurance, and investment banking. The Group operates through an extensive network across India and has international offices in multiple global financial centers.

Role & Responsibilities

• Identify and onboard premium CASA customers through independent sourcing and referrals.
• Meet assigned targets for CASA accounts and Average Monthly Balances (AMB).
• Promote and sell various banking products such as Fixed Deposits, Insurance, Mutual Funds, and Credit Cards.
• Develop and sustain robust relationships with customers to ensure loyalty and retention.
• Adhere to all regulatory and compliance requirements, especially Know Your Customer (KYC) protocols.

Candidate Profile

• Experience range from 1 to 4 years in CASA or Retail Banking Sales preferred.
• Fresh graduates or candidates with enthusiasm for direct sales are also encouraged to apply.
• Strong communication skills, relationship management capabilities, and a target-driven attitude are essential.