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: Wed Apr 02 2025

🔹 Experience Level: 2-5 years

🔹 Remote Status: Not specified (Assumed On-site)

📌 Essential Job Details

🚀 Job Overview

Key aspects of this role include:

• Acquisition of high-net-worth individuals (HNI's)
• Selling third-party products (TPP) to generate revenue
• Building and expanding the CASA book size
• Coordinating with different channels for smooth operations

ASSUMPTION: This role focuses heavily on building a high-value client base and involves significant sales and business development activities.

📋 Key Responsibilities

✅ Acquire and manage relationships with HNI clients

✅ Drive sales of third-party products to increase revenue

✅ Expand the CASA book size through strategic initiatives

ASSUMPTION: Responsibilities may also include cross-selling bank services based on customer needs.

🎯 Required Qualifications

Education: Graduate/Bachelor's degree; MBA preferred

Experience: 1-2 years in sales, portfolio management, or a similar field

Required Skills:

• Excellent communication skills
• Proficiency in portfolio management
• Strong coordination capabilities

Preferred Skills:

• Existing customer base in the financial sector
• Advanced knowledge in financial products and services

ASSUMPTION: Candidates with previous banking experience may have an advantage due to familiarity with financial products.

💰 Compensation & Benefits

Salary Range: Not specified (Industry competitive rates for high-touch sales roles)

Benefits:

• Health insurance
• Retirement plans
• Performance bonuses

Working Hours: Standard 40-hour work week

ASSUMPTION: Benefits may extend to HNWI customer engagement perks like club memberships or travel benefits.

📌 Applicant Insights

🔍 Company Context

Industry: Banking - a thriving segment in financial services with constant growth

Company Size: 10,001+ employees, indicating a large organizational structure with potential for internal mobility

Founded: 1985, showcasing stability and long-term market presence

Company Description:

• A leader in financial services diversifying into commercial and investment banking
• Pioneering client-centric services with a global footprint
• Strong focus on innovation in financial products

Company Specialties:

• Banking and Financial Services
• Investment Banking
• Mutual Funds and Insurance Products

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

ASSUMPTION: The company seeks individuals who can align with their commitment to customer service and financial innovation.

📊 Role Analysis

Career Level: Mid-level, with growth potential into senior strategic roles

Reporting Structure: Likely reports to regional sales director or equivalent

Work Arrangement: Predominantly on-site, facilitating direct client engagement

Growth Opportunities:

• Potential advancement into senior sales leadership roles
• Networking with high-value clients can lead to expansive career paths
• Opportunities to innovate product offerings within the bank

ASSUMPTION: High-performing individuals may receive fast-track promotions given their contribution to revenue.

🌍 Location & Work Environment

Office Type: Corporate office within a metropolitan business district

Office Location(s): Bangalore, Karnātaka, India

Geographic Context:

• Bangalore is a major hub for banking and finance in India
• Vibrant city life with ample professional networking opportunities
• Strategic location for HNWI client acquisitions and meetings

Work Schedule: 9 AM - 6 PM, Monday to Friday with occasional weekend engagements as needed

ASSUMPTION: The role requires flexibility for on-site client meetings and industry events.

💼 Interview & Application Insights

Typical Process:

• Initial screening through resume review
• Phone or video interview with HR
• Panel interview focusing on sales strategies and portfolio management

Key Assessment Areas:

• Communication and client engagement skills
• Understanding of financial products and portfolio handling
• Ability to manage and expand client relationships

Application Tips:

• Highlight achievements in acquiring HNI clients
• Showcase any track record of meeting sales targets
• Prepare examples of successful multi-channel coordination

ATS Keywords: HNI acquisition, CASA book, portfolio management, sales strategy

ASSUMPTION: Use specific metrics and achievements in your resume to make your application stand out.

🛠️ Tools & Technologies

• CRM Software (Salesforce or equivalent)
• Financial modeling tools
• Data analytics platforms

ASSUMPTION: Familiarity with digital sales tools and platforms is beneficial.

👔 Cultural Fit Considerations

Company Values:

• Integrity in client dealings
• Commitment to excellence
• Innovation and adaptability in fast-paced environments

Work Style:

• Client-focused approach
• Proactive salesmanship
• Collaborative, yet independent work ethic

Self-Assessment Questions:

• How do you handle high-pressure sales environments?
• What strategies do you employ to expand client networks?
• How do you balance portfolio management with customer service?

ASSUMPTION: Candidates who thrive in competitive environments with strong interpersonal skills will excel.

⚠️ Potential Challenges

• High expectations for sales targets
• Intensive client meeting schedules
• Necessity for continuous learning of new financial products
• Pressure to maintain HNI satisfaction

ASSUMPTION: Challenges are typical of growth-driven roles in high-stakes sales positions.

📈 Similar Roles Comparison

• Differences in client acquisition strategies across bank types
• Variations in compensation policies between public and private sector banks
• Opportunity for cross-sector movement into asset management

ASSUMPTION: Understanding industry nuances can provide an edge in career development.

📝 Sample Projects

• Creating a new financial product tailored to HNI clients
• Lead a portfolio restructuring initiative to optimize returns
• Develop a successful customer acquisition campaign targeting HNI

ASSUMPTION: Demonstrating leadership in similar projects enhances a candidate's attractiveness.

❓ Key Questions to Ask During Interview

• What are the primary expectations for performance in the first year?
• How does the team support new customer acquisitions?
• What distinguishes successful employees in this role?
• How are sales efforts supported by the bank's overall strategy?
• What platforms or software will be used to track customer interactions?

ASSUMPTION: Asking detailed questions about support systems and strategy can reveal insights about role expectations.

📌 Next Steps for Applicants

To apply for this position:

• Submit your application through this link
• Prepare your resume with relevant experiences and skills
• Tailor your cover letter to highlight your achievements in financial sales
• Be ready for a phone screen to discuss basic qualifications
• Ace behavioral and technical interviews using example-driven responses

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

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