Premier Acquisition Manager_BRANCH BANKING-Branch Head_Dehradun

Kotak Mahindra Bank; Dehradun; Presencial; INR 700 000 - 1 200 000; Tempo integral

Resumo da oferta

Kotak Mahindra Bank is seeking a Premier Acquisition Manager in Dehradun to acquire and manage HNI relationships for retail loans and banking services. The role emphasizes building a strong CASA book, cross-selling TP products, and revenue growth through high-value engagement.

Ideal candidates have experience in portfolio management, are customer-centric, and can coordinate with multiple internal teams while ensuring strict KYC compliance.

Qualificações

• Experience coordinating with multiple internal teams (credit, legal, operations, product).
• Strong customer-focused approach and relationship building.
• Experience in portfolio management or wealth/retail banking is a plus.

Responsabilidades

• Acquire new HNI customers for retail loan products and banking services.
• Drive revenue through cross-selling 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 for long-term engagement.
• Coordinate with internal teams (credit, legal, operations, product).
• Ensure KYC norms and proper documentation for all acquisitions.
• Provide end-to-end support to customers and channel partners.

Conhecimentos

Coordination

Customer-centric

Portfolio management

Cross-selling

KYC compliance

Descrição da oferta de emprego

Job Description:

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.

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, 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.