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

Kotak Mahindra Bank; Punjab; On-site; INR 600,000 - 800,000; Full time

Job summary

Kotak Mahindra Bank is seeking a Premier Acquisition Manager to acquire HNI clients for retail loan products and manage high-value relationships. The role focuses on expanding the CASA book, cross-selling third-party products, and coordinating with internal teams to ensure KYC compliance and smooth onboarding.

The ideal candidate will have mid-level experience in relationship management and portfolio handling within a bank or financial services environment.

Qualifications

• Strong customer-facing skills and HNI handling experience.
• Experience in portfolio management and retail loan products.

Responsibilities

• Acquire new HNI customers for retail loan products and banking services.
• Drive revenue through cross-selling of third-party products (TPP).
• Build CASA book by onboarding quality customers.
• Maintain and nurture relationships with existing HNI clients.
• Coordinate 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.

Skills

Relationship management

Customer-centric

Coordination

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.
• 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