Premier Acquisition Manager-RL SALES-Sales

📌 Core Information

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

🔹 Company: Kotak Mahindra Bank

🔹 Location: Dehra Dūn, Uttarākhand, India

🔹 Job Type: Full time

🔹 Category: Banking & Finance

🔹 Date Posted: April 3, 2025

🔹 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

ASSUMPTION: This role requires a strong sales background with a focus on relationship building and customer acquisition. The ideal candidate will have experience in portfolio management and excellent communication skills.

📋 Key Responsibilities

✅ Acquisition of HNI's only

✅ Selling TPP and generating revenue

✅ Building CASA book size

✅ Conducting regular promotional and customer events to generate leads

✅ Cross selling of MF, Gold, Insurance and asset products

ASSUMPTION: The primary focus of this role is on customer acquisition and revenue generation. Successful candidates will have a proven track record in sales and customer relationship management.

🎯 Required Qualifications

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

Experience: 1-2 years of relevant work experience

Required Skills:

• Excellent communication skills
• Strong coordination skills
• Knowledge of portfolio management
• Existing customer base

Preferred Skills:

• Experience in event management
• Fluency in local languages (Hindi, Punjabi)

ASSUMPTION: While a background in banking or finance is preferred, candidates from other industries with strong sales and customer relationship management skills may also be considered.

💰 Compensation & Benefits

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

Benefits:

• Medical insurance
• Retirement benefits
• Employee stock options
• Performance-based bonuses

Working Hours: 40 hours per week, with flexible timings

ASSUMPTION: The salary range provided is an estimate based on industry standards for a role of this level in India. Actual compensation may vary based on experience 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
• Established in 1985, the group has a consolidated balance sheet of over INR 1 lakh crore
• The group offers services such as commercial banking, stock broking, mutual funds, life insurance, and investment banking

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 financial institution with a strong presence in India and internationally. The company offers a wide range of financial services and has a large employee base.

📊 Role Analysis

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

Reporting Structure: This role reports directly to the Regional Head of Sales

Work Arrangement: On-site, with flexible working hours

Growth Opportunities:

• Progression to senior sales roles or management positions
• Expansion into international markets
• Diversification into different financial services offered by the group

ASSUMPTION: This role offers opportunities for career growth and development within the organization. Successful candidates will have the chance to progress to senior roles or explore different areas of the business.

🌍 Location & Work Environment

Office Type: Corporate office environment

Office Location(s): Dehra Dūn, Uttarākhand, India

Geographic Context:

• Dehra Dūn is located in the northern Indian state of Uttarākhand
• The city is known for its educational institutions and natural beauty
• The office is located in a bustling commercial area with easy access to public transportation

Work Schedule: Monday to Saturday, with flexible timings

ASSUMPTION: The work environment is fast-paced and dynamic, with a focus on sales and customer acquisition. The office is located in a bustling commercial area, providing easy access to amenities and public transportation.

💼 Interview & Application Insights

Typical Process:

• Online application submission
• Phone or video screening
• Face-to-face interview with the hiring manager
• Final round interview with senior management

Key Assessment Areas:

• Sales skills and experience
• Communication and interpersonal skills
• Customer relationship management
• Problem-solving and analytical skills

Application Tips:

• Highlight relevant sales experience and achievements in your resume
• Tailor your cover letter to demonstrate your fit for the role and the company
• Prepare examples of successful sales strategies and customer acquisition campaigns

ATS Keywords: Sales, Acquisition, HNI, TPP, CASA, Cross-selling, Event Management, Customer Relationship Management

ASSUMPTION: The application process is competitive, with a focus on sales skills and experience. Successful candidates will have a proven track record in sales and customer acquisition.

🛠️ Tools & Technologies

• Salesforce
• Microsoft Office Suite
• Google Workspace

ASSUMPTION: The tools and technologies required for this role are standard for the banking and finance industry. Successful candidates will have experience using these tools and technologies.

👔 Cultural Fit Considerations

Company Values:

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

Work Style:

• Dynamic and fast-paced
• Collaborative and team-oriented
• Results-driven

Self-Assessment Questions:

• Do you have a proven track record in sales and customer acquisition?
• Are you comfortable working in a fast-paced, dynamic environment?
• Do you thrive in a collaborative, team-oriented work culture?

ASSUMPTION: Kotak Mahindra Bank values a customer-centric, results-driven work culture. Successful candidates will be comfortable working in a fast-paced, dynamic environment and have a proven track record in sales and customer acquisition.

⚠️ Potential Challenges

• Meeting aggressive sales targets
• Managing a large customer base
• Competing with established sales professionals
• Adapting to a fast-paced, dynamic work environment

ASSUMPTION: This role presents unique challenges, including meeting aggressive sales targets and managing a large customer base. Successful candidates will be comfortable working in a competitive, fast-paced environment.

📈 Similar Roles Comparison

• This role is similar to a Sales Manager or Business Development Manager role in other financial institutions
• However, this role has a specific focus on acquiring high-net-worth individuals and generating revenue through the sale of third-party products
• Career progression in this role may lead to senior sales or management positions within the organization

ASSUMPTION: While this role is similar to other sales roles in the financial industry, it has a specific focus on customer acquisition and revenue generation. Successful candidates will have a proven track record in sales and customer relationship management.

📝 Sample Projects

• Developing and executing a customer acquisition strategy for a new product launch
• Conducting market research to identify high-net-worth individuals in the region
• Managing and growing a portfolio of high-net-worth clients

ASSUMPTION: These sample projects are designed to give applicants an idea of the types of tasks and responsibilities they may encounter in this role. Successful candidates will have experience in sales and customer relationship management and be comfortable working in a fast-paced, dynamic environment.

❓ 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 growth and development of its sales professionals?
• What is the company's approach to cross-selling and upselling products to existing clients?
• How does the company measure the success of its sales and customer acquisition strategies?
• What is the company's culture like, and how does it support a results-driven work environment?

ASSUMPTION: These interview questions are designed to help applicants better understand the role, the company, and the work environment. Successful candidates will be able to demonstrate their fit for the role and the company's culture.

📌 Next Steps for Applicants

To apply for this position:

• Submit your application through this link
• Tailor your resume to highlight your sales experience and achievements
• Write a cover letter that demonstrates your fit for the role and the company
• Prepare examples of successful sales strategies and customer acquisition campaigns
• Follow up with the hiring manager one week after submission to confirm receipt of your application

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