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

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

Job summary

Kotak Mahindra Bank is hiring a Premier Acquisition Manager to lead the acquisition and management of HNI relationships for retail loan products. The role emphasizes building a robust CASA book, cross-selling third-party products, and driving revenue through high-value client engagement.

The candidate should excel in coordination, maintain a customer-centric approach, and bring prior portfolio management experience to optimize client solutions and deposits.

Qualifications

• prior experience in portfolio management.
• focus on acquiring and managing relationships with high-net-worth individuals.

Responsibilities

• Acquire and manage relationships with High Net-Worth Individuals for retail loan products.
• Build a strong CASA (Current Account Savings Account) book and grow deposits.
• Sell third-party products (TPP) to clients and generate revenue through high-value engagement.
• Coordinate effectively with internal teams to deliver tailored financial solutions.

Skills

Relationship mgmt

Portfolio mgmt

Sales & negotiation

Customer focus

Job description

Premier Acquisition Manager

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.