Premier Acquisition Manager-RL SALES-Sales

📌 Core Information

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

🔹 Company: Kotak Mahindra Bank

🔹 Location: Surat, Gujarat, India

🔹 Job Type: Full time

🔹 Category: Banking & Finance

🔹 Date Posted: 2025-06-26

🔹 Experience Level: 2-5 years

🔹 Remote Status: On-site

🚀 Job Overview

Key aspects of this role include:

• Acquiring high-net-worth individuals (HNI) and generating revenue through the sale of third-party products (TPP)
• Building a CASA (Current Account, Savings Account) book size
• Conducting promotional and customer events to generate leads
• Cross-selling of mutual funds, gold, insurance, and asset products
• Collaborating with different channels and having excellent communication skills

ASSUMPTION: This role is primarily focused on sales and customer acquisition, requiring strong interpersonal and communication skills. The successful candidate will have a proven track record in sales and a solid understanding of the banking industry.

📋 Key Responsibilities

✅ Acquire high-net-worth individuals (HNI) and generate revenue through the sale of third-party products (TPP)

✅ Build a CASA book size by offering competitive products and services

✅ Conduct regular promotional and customer events to generate leads and increase brand awareness

✅ Cross-sell mutual funds, gold, insurance, and asset products to existing customers

✅ Collaborate with different channels and maintain strong relationships with internal stakeholders

✅ Monitor and analyze sales performance metrics to identify trends and opportunities for improvement

ASSUMPTION: The role requires a proactive approach to sales and customer acquisition, with a focus on building and maintaining strong customer relationships. The successful candidate will be target-driven and results-oriented.

🎯 Required Qualifications

Education: Bachelor's degree in Business, Finance, or a related field

Experience: 1-2 years of proven experience in sales, preferably in the banking or financial services industry

Required Skills:

• Excellent communication and interpersonal skills
• Strong sales and negotiation skills
• Proven ability to build and maintain strong customer relationships
• Knowledge of portfolio management
• Ability to work independently and in a team environment
• Fluency in English

Preferred Skills:

• Experience in event planning and management
• Knowledge of the local market and customer base
• Bilingual or multilingual skills

ASSUMPTION: The ideal candidate will have a strong sales background, excellent communication skills, and a proven track record in customer acquisition. Experience in event planning and management, as well as knowledge of the local market, would be beneficial but not required.

💰 Compensation & Benefits

Salary Range: INR 6-8 lakhs per annum (Estimated based on industry standards for a role of this level and location)

Benefits:

• Medical insurance
• Retirement benefits
• Employee discounts on bank products and services
• Professional development opportunities

Working Hours: Monday to Friday, 9:30 AM to 6:30 PM (with a 1-hour lunch break) - Flexible hours may be required based on business needs

ASSUMPTION: The salary range provided is an estimate based on industry standards for a role of this level and location. The actual salary may vary depending on the candidate's experience, skills, and performance.

📌 Applicant Insights

🔍 Company Context

Industry: Banking & Finance

Company Size: 10,001+ employees

Founded: 1985

Company Description:

• Kotak Mahindra Bank is one of India's leading banks, offering a wide range of financial services that encompass every sphere of life.
• The Group offers commercial banking, stock broking, mutual funds, life insurance, and investment banking services.
• With a consolidated balance sheet of over INR 1 lakh crore and a net worth of INR 13,943 crore (approx. US$ 2.6 billion), Kotak Mahindra Group is a financially strong and stable organization.

Company Specialties:

• Banking
• Capital Markets
• Stock Broking
• Mutual Funds
• Life Insurance
• Investment Banking

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

ASSUMPTION: Kotak Mahindra Bank is a well-established and reputable financial institution with a strong presence in the Indian market. The company offers a wide range of financial services and has a robust balance sheet, indicating its financial stability and strength.

📊 Role Analysis

Career Level: Early to mid-career level, with opportunities for growth and advancement

Reporting Structure: The Premier Acquisition Manager reports directly to the Regional Head of Sales

Work Arrangement: On-site, with the possibility of occasional remote work for events and client meetings

Growth Opportunities:

• Progression to a Senior Acquisition Manager role
• Expansion into other product lines or business units
• Opportunities for international assignments

ASSUMPTION: This role offers opportunities for career growth and advancement within the organization. The successful candidate will have the chance to develop their skills and take on more responsibilities as they progress in their career.

🌍 Location & Work Environment

Office Type: Modern, well-equipped office with collaborative workspaces

Office Location(s): Surat, Gujarat, India

Geographic Context:

• Surat is a major commercial and economic hub in Gujarat, with a population of over 4.5 million
• The city is known for its textile industry, as well as its growing IT and healthcare sectors
• Surat has a tropical climate, with hot and humid summers and mild winters

Work Schedule: Monday to Friday, 9:30 AM to 6:30 PM (with a 1-hour lunch break) - Flexible hours may be required based on business needs

ASSUMPTION: Surat offers a vibrant and dynamic work environment, with a mix of traditional and modern industries. The city's tropical climate may require candidates to adapt to hot and humid working conditions during the summer months.

💼 Interview & Application Insights

Typical Process:

• Online application submission
• Phone or video screening
• Face-to-face interview with the hiring manager
• Final interview with the regional head of sales

Key Assessment Areas:

• Sales skills and experience
• Communication and interpersonal skills
• Problem-solving and analytical skills
• Cultural fit and alignment with company values

Application Tips:

• Highlight your sales experience and achievements in your resume
• Tailor your cover letter to demonstrate your understanding of the role and your fit with the company's values
• Prepare examples of your sales strategies and success stories for the interview

ATS Keywords: Sales, Acquisition, HNI, TPP, CASA, Cross-selling, Events, Customer Relationships, Banking, Finance

ASSUMPTION: The application process for this role is likely to be competitive, with a focus on assessing the candidate's sales skills and cultural fit. Applicants should be prepared to demonstrate their sales experience and achievements, as well as their understanding of the role and the company's values.

🛠️ Tools & Technologies

• CRM software (e.g., Salesforce, Zoho CRM)
• Microsoft Office Suite (Word, Excel, PowerPoint)
• Sales enablement tools (e.g., Salesforce Sales Cloud, HubSpot)
• Communication tools (e.g., email, phone, video conferencing)

ASSUMPTION: The tools and technologies required for this role are standard for the sales and banking industries. The successful candidate will be comfortable using CRM software, Microsoft Office Suite, and other sales enablement tools to manage their sales pipeline and customer relationships.

👔 Cultural Fit Considerations

Company Values:

• Customer-centricity
• Integrity
• Excellence
• Responsibility
• Diversity & Inclusion

Work Style:

• Target-driven and results-oriented
• Collaborative and team-focused
• Adaptable and resilient
• Customer-focused and empathetic

Self-Assessment Questions:

• Do you have a proven track record in sales and customer acquisition?
• Are you comfortable working in a target-driven and results-oriented environment?
• Do you have strong communication and interpersonal skills?
• Are you adaptable and resilient in the face of challenges and setbacks?
• Do you share Kotak Mahindra Bank's commitment to customer-centricity, integrity, and excellence?

ASSUMPTION: Kotak Mahindra Bank values candidates who are customer-focused, results-oriented, and committed to its core values. Applicants should be prepared to demonstrate their alignment with these values and their fit with the company's work style during the interview process.

⚠️ Potential Challenges

• Competitive sales environment with targets and quotas
• Requires strong communication and interpersonal skills to build and maintain customer relationships
• May require flexible working hours and occasional remote work for events and client meetings
• Hot and humid working conditions during the summer months in Surat

ASSUMPTION: The role of Premier Acquisition Manager presents several challenges, including a competitive sales environment, the need for strong communication skills, and the requirement for flexible working hours. Applicants should be prepared to address these challenges and demonstrate their ability to thrive in a demanding sales environment.

📈 Similar Roles Comparison

• Premier Acquisition Manager vs. Senior Acquisition Manager: The Senior Acquisition Manager role may have more responsibilities, a larger team, and higher targets. However, the Premier Acquisition Manager role offers opportunities for growth and advancement within the organization.
• Premier Acquisition Manager vs. Business Development Manager: The Business Development Manager role may focus more on new business development and strategic partnerships, while the Premier Acquisition Manager role is primarily focused on customer acquisition and sales.
• Premier Acquisition Manager vs. Sales Manager: The Sales Manager role may have more responsibilities for team management, coaching, and mentoring, while the Premier Acquisition Manager role is focused on individual sales performance and customer acquisition.

ASSUMPTION: The Premier Acquisition Manager role is similar to other sales and customer acquisition roles in the banking and financial services industries. However, the specific responsibilities, targets, and work environment may vary depending on the company and the role.

📝 Sample Projects

• Develop and execute a sales strategy to acquire high-net-worth individuals in Surat
• Conduct a market analysis to identify trends and opportunities for customer acquisition
• Plan and execute promotional events to generate leads and increase brand awareness
• Cross-sell mutual funds, gold, insurance, and asset products to existing customers

ASSUMPTION: The sample projects listed above are representative of the types of tasks and responsibilities that the Premier Acquisition Manager may be required to perform. The specific projects and priorities may vary depending on the company's needs and the individual's skills and experience.

❓ Key Questions to Ask During Interview

• What are the key priorities for this role in the first 90 days?
• How does the company support the professional development and growth of its employees?
• What are the most significant challenges facing the sales team in the current market environment?
• How does the company measure and evaluate the performance of its sales team?
• What is the company's approach to work-life balance, and how does it support its employees in achieving this?

ASSUMPTION: The key questions listed above are designed to help applicants better understand the role, the company, and the work environment. Applicants should use the interview as an opportunity to ask questions and gather information that will help them make an informed decision about the role and the company.

📌 Next Steps for Applicants

To apply for this position:

• Submit your application through the following link: https://hcbt.fa.em2.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX/job/200673
• Tailor your resume to highlight your sales experience and achievements
• Write a cover letter that demonstrates your understanding of the role and your fit with the company's values
• Prepare examples of your sales strategies and success stories for the interview
• Follow up with the hiring manager one week after submitting your application to confirm receipt and express your interest in the role

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