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    Job · 23293668

    Kotak Securities logo

    Premier Acquisition Manager - CASA_Sales_0412_1519_1003881

    Kotak Securities · Mumbai · onsite · Posted 1d ago

    Not disclosedFresherfulltimeSourced fromFoundit

    About a minute. You'll make an account on the way through.

    About this role

    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

    Sourced from foundit

    Skills

    Market IntelligenceCross SellingCustomer Service ExcellencenegotiationBusiness DevelopmentCustomer AcquisitionRelationship ManagementCasa Sales

    About Kotak Securities

    Kotak Securities logo

    Kotak Securities

    Financial Services

    4.6k+

    employees

    1994

    32 years old

    Mumbai, Maharashtra

    India

    ₹8.5L PA avg

    Avg at Kotak Securities

    About

    Kotak Securities are a trusted trading platform backup by 3.5 Million + customers provide all financial services ounder one roof.

    Industries

    Financial Services

    Employee ratings

    10 reviews

    3.6/ 5

    Culture

    2.8

    Career growth

    3.0

    Work-life

    3.7

    Employees rate it well for

    Work-Life Balance36Overall Company36

    Find them on

    WebsiteLinkedInAmbitionBox reviews

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