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

Kotak Mahindra Bank; Bilaspur District; On-site; INR 600,000 - 1,200,000; Full time

Job summary

Kotak Mahindra Bank seeks an experienced Premier Acquisition Manager to acquire and manage relationships with High Net-Worth Individuals for retail loan products. The role centers on building a strong CASA book, cross-selling third-party products, and delivering revenue through high-value client engagement.

The ideal candidate will coordinate with internal teams, ensure KYC compliance, and provide end-to-end support to clients and channel partners to drive sustainable business growth.

Qualifications

• Mid level experience in HNI acquisition and portfolio management.
• Strong customer-centric approach with focus on relationship building.
• Excellent coordination with internal teams (credit, legal, operations, product).

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.

Skills

Customer-centric approach

Coordination skills

Portfolio management

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.

• 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