Job Description

:AM-CASA:Job Role:Job Name: Acquisition Manager - CASAGrade: M1 (Assistant Manager)JOB Role:

• Acquisition of New Client (NTB) through external individual efforts for Current Account, Savings Account Products of the bank. Customers to be sourced from individuals, small businesses, trusts, associations, societies, corporates.
• Revenue Generation, Customer Acquisition, Customer Retention, Cost Efficiency Through adherence to products, processes and regulatory requirements.
• Handhold acquired customers for the initial 3 month period to deepen relationship values before passing it to the Branch Banking team
• Maintaining Avg Quarterly Balance
• Conducts regular promotional and customer events to generate leads
• Cross selling of MF, Gold, Insurance and asset products.

• Fresher or Graduate with appropriate experience (at least 1 year experience in liabilities sales preferred)
• Hard core sales mentality. Primary motivation from achievement of targets. A hunter by orientation.
• Should be well groomed and presentable with ambassadorship qualities.
• Enhancement of Deposit pool from Customers
• Establishing standards and delivery of service
• Sale of non-deposit products. Cross selling targets progressively
• Sale of MF and Insurance products
• Fee Income
• Branch Administration
• Regulatory Compliance
• Manage productivity and overall morale of branch team members
• Overall responsible for break-even and P&L of branch

• Job Requirements:

• Overall 6yrs of Banking experience; out of which 3-4yrs in Retail Liabilities
• Must have had Sales experience and exposure, preferably of Liabilities products Qualifications- MBA / CA/ CAIB
• Good Leadership skills (though more tactical than strategic)
• Thinker: Doer - 40:60
• In-depth understanding of financial instruments, markets and macro micro economic processes
• Ability to carry along all the units involved in the customer service cycle to ensure customer DELIGHT
• Liaising with product management team, marketing and other centers & verticals for new product development, service enhancements and sales initiatives.

Kotak Mahindra Bank