Kotak Mahindra Bank Limited

Junior Acquisition Manager - Client Acquisition and Portfolio Management

Kotak Mahindra Bank Limited
Location not specified
Not disclosed
Work from OfficeWork from Office
Full TimeFull Time
Min. 2 yearsMin. 2 years

Job Description

Junior Acquisition Manager-Sales-Sales

As a Junior Acquisition Manager in the Retail Liabilities division, you will be responsible for acquiring high-net-worth individuals (HNIs) and onboarding them into the bank’s premium customer base. This role demands a proactive and customer-centric approach to build a strong CASA (Current Account Savings Account) book and generate revenue through third-party product (TPP) sales. You will be expected to leverage your existing customer base, coordinate effectively with internal channels, and deliver a seamless banking experience. The role also involves understanding client portfolios, identifying cross-sell opportunities, and maintaining long-term relationships. This is an excellent opportunity for professionals with early experience in portfolio management and client acquisition to grow within a dynamic and performance-driven environment. Acquire high-net-worth individuals (HNIs) and onboard them into the bank’s retail liabilities portfolio. Build and grow the CASA book size through strategic acquisition and relationship management. Sell third-party products (TPPs) such as insurance, mutual funds, and investment solutions to generate revenue. Leverage existing customer relationships to drive new business opportunities. Coordinate with internal teams and channels to ensure smooth onboarding and service delivery. Maintain high levels of customer engagement and satisfaction through regular interactions. Understand basic portfolio management principles to guide clients effectively. Achieve monthly and quarterly acquisition and revenue targets. Stay updated on market trends, product offerings, and competitor activities. Ensure compliance with internal policies and regulatory guidelines during customer acquisition.

Experience Level

Entry Level

Job role

Work location
Work locationNaila Janjgir, Chhattisgarh, India
Department
DepartmentBanking / Insurance / Financial Services
Role / Category
Role / CategoryBanking/Loan Sales
Employment type
Employment typeFull Time
Shift
ShiftDay Shift

Job requirements

Experience
ExperienceMin. 2 years

About company

Name
NameKotak Mahindra Bank Limited
Job posted by Kotak Mahindra Bank Limited

Similar jobs you can apply for

Banking/Loan Sales
Kotak Mahindra Bank Limited

Senior Sales Executive

Kotak Mahindra Bank Limited
Bathinda
Work from Office
Full Time
Min. 5 years
Muthoot Fincorp Limited

Relationship Officer

Muthoot Fincorp Limited
Uppal
Work from Office
Full Time
Min. 2 years
Equitas Small Finance Ltd

Relationship Manager

Equitas Small Finance Ltd
Krishnarayapuram
Work from Office
Full Time
Min. 1 year
Kotak Mahindra Bank Limited

Relationship Manager

Kotak Mahindra Bank Limited
Mandal
Work from Office
Full Time
Min. 1 year
CSB Bank

Business Development Executive

CSB Bank
Badnapur
Work from Office
Full Time
Any experience
Muthoot Fincorp Limited

Business Development Executive

Muthoot Fincorp Limited
Medchal
Work from Office
Full Time
Min. 1 year

You can expect a minimum salary of 0 INR. The salary offered will depend on your skills, experience and performance in the interview.

The candidate should have completed the required education and people who have 2 to 31 years are eligible to apply for this job. You can apply for more jobs in to get hired quickly.

The candidate should have sound communication skills and sound communication skills for this job.

Both Male and Female candidates can apply for this job.

No, it's not a work from home job and can't be done online. You can explore and apply for other work from home jobs in at apna.

No work-related deposit needs to be made during your employment with the company.

Go to the apna app and apply for this job. Click on the apply button and call HR directly to schedule your interview.

The last date to apply for this job is . For more details, download apna app and find Full Time jobs in . Through apna, you can find jobs in 64 cities across India. Join NOW!