Premier Acquisition Manager-RL SALES-Sales

📌 Core Information

🔹 Job Title: Premier Acquisition Manager-RL SALES-Sales

🔹 Company: Kotak Additional Career Site

🔹 Location: Bangalore, Karnātaka, India

🔹 Job Type: On-site

🔹 Category: Sales & Marketing

🔹 Date Posted: April 2, 2025

🔹 Experience Level: 2-5 years

🔹 Remote Status: On-site

📌 Essential Job Details

🚀 Job Overview

Key aspects of this role include:

• Acquisition of High Net Worth Individuals (HNI's) to expand the customer's portfolio.
• Selling Third Party Products (TPP) to generate revenue streams.
• Building and maintaining a large CASA (Current Account Savings Account) book size.
• Coordinating effectively with various channels to achieve sales goals.

ASSUMPTION: The role's emphasis on acquiring HNIs suggests a focus on personalized customer engagement and high-value sales strategies.

📋 Key Responsibilities

✅ Acquire new HNI clients through outside sales and networking efforts.

✅ Sell a broad range of financial products to generate revenue.

✅ Enhance and grow the CASA book size for consistent revenue flow.

ASSUMPTION: Responsibilities likely involve significant client interactions, requiring strong interpersonal skills and sales acumen.

🎯 Required Qualifications

Education: Graduate or MBA

Experience: Candidates should have more than 1-2 years of work experience in sales or related fields.

Required Skills:

• Excellent communication skills for client interaction.
• Experience in portfolio management to tailor financial products.
• An existing customer base to leverage for new sales leads.

Preferred Skills:

• Proven track record in financial product sales.
• Strong coordination capabilities with internal and external channels.

ASSUMPTION: Candidates with experience in the banking sector may have an advantage due to familiarity with similar financial products.

💰 Compensation & Benefits

Salary Range: Not specified, but competitive in industry standards, likely supplemented by performance incentives.

Benefits:

• Health and wellness benefits including medical insurance.
• Performance bonuses based on sales targets.
• Professional development opportunities.

Working Hours: Typically 40 hours per week, with flexibility for additional hours during peak sales periods.

ASSUMPTION: Banking roles often include commission-based incentives alongside base salaries, encouraging high performance.

📌 Applicant Insights

🔍 Company Context

Industry: Banking - a highly competitive sector offering diverse financial services.

Company Size: 10,001+ employees, providing resources for comprehensive employee support and career development.

Founded: 1985

Company Description:

• Kotak Mahindra Group is a leading Indian financial conglomerate.
• First non-banking finance company in India to convert into a bank.
• Offers a wide range of financial services catering to individuals and corporations.

Company Specialties:

• Banking
• Investment Banking
• Mutual Funds

Company Website: http://www.kotak.com

ASSUMPTION: The company's vast network suggests extensive career growth opportunities and resources.

📊 Role Analysis

Career Level: Mid-level management, ideal for professionals with proven experience seeking growth in sales roles.

Reporting Structure: Likely reports to senior sales management within the bank.

Work Arrangement: On-site with expected customer interactions requiring flexibility in work hours.

Growth Opportunities:

• Potential advancement to senior sales or management roles.
• Skill development in high-net-worth client acquisition.
• Opportunities to specialize in wealth management services.

ASSUMPTION: The position may lead to strategic sales leadership roles within the organization.

🌍 Location & Work Environment

Office Type: Corporate banking office environment.

Office Location(s): Located centrally in Bangalore, a major city for business and technology.

Geographic Context:

• Proximity to Bangalore's financial district enhances client access.
• Access to professional development hubs in the city.
• Strong transport links for intra-city commuting.

Work Schedule: Standard business hours with some flexibility needed for client meetings.

ASSUMPTION: The work environment is fast-paced with a strong focus on results and client satisfaction.

💼 Interview & Application Insights

Typical Process:

• Initial application review and screening.
• Phone interview discussing experience and motivations.
• In-person interview focusing on skills and role fit.

Key Assessment Areas:

• Communication and interpersonal abilities.
• Sales experience and track record.
• Knowledge of financial products.

Application Tips:

• Highlight your sales experience and customer management.
• Prepare specific examples demonstrating your ability to acquire and manage HNI clients effectively.
• Research Kotak Mahindra’s product offerings and market position.

ATS Keywords: Sales, HNI Acquisition, Portfolio Management, Customer Base Enhancement, Financial Products

ASSUMPTION: Interviews are likely to prioritize candidates who demonstrate sophisticated financial acumen and client management strategies.

🛠️ Tools & Technologies

• CRM software for client management.
• Microsoft Office Suite for presentations and reports.
• Proprietary banking software for financial product management.

ASSUMPTION: Familiarity with industry-standard CRM and office tools is crucial for daily operations.

👔 Cultural Fit Considerations

Company Values:

• Customer focus and satisfaction.
• Integrity and transparency in all transactions.
• Continuous innovation and improvement.

Work Style:

• Results-oriented with a proactive approach to challenges.
• Collaborative in cross-functional teams.
• Adaptable to rapidly changing market conditions.

Self-Assessment Questions:

• Do you have a proven ability to manage and expand a client portfolio?
• Are you comfortable working in a target-driven environment?
• How do you manage client relationships effectively?

ASSUMPTION: Candidates should align with the company's emphasis on client satisfaction and ethical standards.

⚠️ Potential Challenges

• Meeting stringent sales targets consistently.
• Adapting to a dynamic banking and financial landscape.
• Balancing client expectations with company policies.
• Maintaining compliance with financial regulations.

ASSUMPTION: The role may involve high pressure, necessitating robust stress management skills.

📈 Similar Roles Comparison

• Sales Manager: Broader client base vs. focus on HNIs in this role.
• Relationship Manager: Similar client management focus but without explicit sales targets.
• Account Executive: Typically engaged in more operational tasks, less strategy-focused.

ASSUMPTION: Comparing similar roles can help determine fit based on career goals and skillsets.

📝 Sample Projects

• Developing a strategic plan to acquire new HNI clients.
• Implementing a new CRM system for client management.
• Launching a new set of financial products targeting HNIs.

ASSUMPTION: Projects will likely involve high-level coordination with various departments for successful execution.

❓ Key Questions to Ask During Interview

• What are the main expectations for this role in the first 6 months?
• Can you describe the existing customer base and how it is segmented?
• What are the key challenges currently facing the sales team?
• How is performance evaluated and rewarded?
• What opportunities are there for training and development?

ASSUMPTION: Asking the right questions can clarify role specifics and gauge company culture.

📌 Next Steps for Applicants

To apply for this position:

• Submit your application through the company website.
• Prepare a resume that highlights sales achievements and HNI engagement.
• Connect with current employees on LinkedIn for insights.
• Follow up after submission to reaffirm interest.
• Prepare thoroughly for interviews by understanding the banking sector and the company.

⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.

```