Premier Acquisition Manager

Kotak Mahindra Bank; Chintamani; On-site; INR 900,000 - 1,500,000; Full time

Job summary

Kotak Mahindra Bank in India seeks Premier Acquisition Manager-Sales to grow HNI relationships and CASA book. You will acquire and manage HNI customers for retail loan products and banking services.

Role emphasizes cross-selling third-party products such as insurance and mutual funds, coordination with credit/legal/ops/product teams, and strict KYC compliance to ensure high-quality onboarding.

Qualifications

• Strong coordination skills required.
• Customer-centric approach expected.
• Prior experience in portfolio management preferred.

Responsibilities

• Acquire new HNI customers for retail loan products and banking services.
• Drive revenue through cross-selling of third-party products (TPP) such as insurance and mutual funds.
• Build and grow CASA book by onboarding quality customers.
• Maintain and nurture relationships with existing HNI clients for long-term engagement.
• Coordinate with internal teams including credit, legal, operations and product.
• Ensure KYC compliance and proper documentation for all acquisitions.
• Provide end-to-end support to customers and channel partners, ensuring timely updates and resolution.
• Leverage the existing customer base to generate new business opportunities.

Skills

Coordination skills

Customer-centric approach

Portfolio management experience

Job description

Premier Acquisition Manager-Sales-Sales

The Premier Acquisition Manager is responsible for acquiring and managing relationships with High Net-Worth Individuals (HNIs) for retail loan products.

The role focuses on building a strong CASA (Current Account Savings Account) book, selling third-party products (TPP), and generating revenue through high-value customer engagement.

The candidate should possess strong coordination skills, a customer-centric approach, and prior experience in portfolio management.

Acquire new HNI customers for retail loan products and banking services.

Drive revenue through cross-selling of third-party products (TPP) such as insurance, mutual funds, etc.

Build and grow CASA book size by onboarding quality customers.

Maintain and nurture relationships with existing HNI clients to ensure long-term engagement.

Coordinate effectively with internal teams including credit, legal, operations, and product teams.

Ensure compliance with KYC norms and proper documentation for all customer acquisitions.

Provide end-to-end support to customers and channel partners, ensuring timely updates and resolution.

Leverage existing customer base to generate new business opportunities.

Experience Level Mid Level