Premier Acquisition Manager

Kotak Mahindra Bank; Gorakhpur District; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

Kotak Mahindra Bank is seeking a Premier Acquisition Manager-Sales-Sales to acquire and nurture high-net-worth client relationships for retail loan products and banking services. The role emphasizes growing the CASA book, cross-selling third-party products, and delivering end-to-end client support.

The ideal candidate will demonstrate strong coordination, a customer-centric approach, and prior portfolio management experience, while coordinating with credit, legal, operations, and product teams

Qualifications

• 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

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

Skills

Coordination skills

Customer-centric

Portfolio management

HNI onboarding

Cross-selling

Relationship building

KYC compliance

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