Premier Acquisition Manager

Company Description Kotak Mahindra Bank is part of the Kotak Mahindra Group, one of Indias leading financial services conglomerates established in 1985. The Groups flagship company became Kotak Mahindra Bank Limited in 2003, marking the first transition of a non-banking finance company in India into a bank. Kotak Mahindra Group offers a broad spectrum of financial services, including commercial banking, stock broking, mutual funds, life insurance, and investment banking for individual and corporate clients. The Group has an extensive distribution network across India and maintains international offices in major financial hubs such as London, New York, Dubai, Abu Dhabi, Bahrain, Mauritius, and Singapore. Applicants can learn more about the organization and its regulatory information through the official website and published SEBI registration details.

Role Description The Premier Acquisition Manager role is a full-time, on-site position based in Ludhiana. The individual in this role is responsible for sourcing and acquiring high-value customers, building strong relationships, and promoting the banks premier products and services.

Daily tasks include identifying potential clients, conducting meetings and presentations, understanding customer financial needs, and recommending suitable banking and investment solutions.

Qualifications

• Candidates should possess strong skills in customer relationship management, client servicing, and stakeholder engagement.
• Candidates should possess good knowledge of retail banking products, wealth management solutions, and basic investment and insurance offerings.
• Candidates should possess analytical and problem-solving skills to assess customer needs.
• Candidates should possess excellent communication and interpersonal skills, with the ability to present complex financial information clearly.
• Candidates should possess strong organizational and time management skills to handle multiple client engagements and meet performance targets.
• A bachelors degree in finance, business, commerce, economics, or a related field is preferred; a postgraduate qualification or relevant certifications in banking or financial services are an added advantage.
• Prior experience in banking, financial services, or sales of premium or priority banking products is highly beneficial.
• Candidates should be comfortable working in an on-site branch and field environment in Ludhiana and demonstrate high ethical standards and integrity.