Premier Acquisition Manager - High Net-Worth Individual (HNI) Banking

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

Job summary

Kotak Mahindra Bank in India seeks a Premier Acquisition Manager to build and manage relationships with High Net-Worth Individuals for retail loans, grow the CASA book, and drive cross-sell of third-party products.

You will coordinate with credit, legal, operations and product teams, ensure KYC compliance, and provide end-to-end support to customers and channel partners to fuel revenue growth.

Qualifications

• Experience in HNI relationship management and portfolio growth
• Strong knowledge of KYC and documentation processes
• Ability to coordinate with multiple internal teams to onboard customers
• Proven track record in cross-selling financial products

Responsibilities

• Acquire and manage HNI clients for retail loans and services
• Grow CASA book size by onboarding high-quality customers
• Cross-sell third-party products (TPP) such as insurance and mutual funds
• Ensure compliance with KYC norms and timely documentation
• Coordinate with credit, legal, ops, and product teams

Skills

HNI relationships

Cross-selling

CASA management

coordination

Job description

Premier Acquisition Manager_BRANCH BANKING_0124_7327_1090386

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