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

Kotak Mahindra Bank; Chennai; On-site; INR 900,000 - 1,300,000; Full time

Job summary

Kotak Mahindra Bank in Chennai invites an experienced Premier Acquisition Manager to drive HNI client acquisitions and manage relationships for retail loan products. You will build and grow the CASA book, cross-sell third-party products, and coordinate with credit, legal, operations and product teams to ensure smooth onboarding.

A customer-centric, data-driven professional with portfolio-management experience is required to ensure KYC compliance and timely support for customers and channel

Qualifications

• Experience in acquiring HNI customers for financial products.
• Strong coordination and client-centric approach.
• Portfolio management experience.

Responsibilities

• Acquire new HNI customers for retail loans and banking services.
• Drive revenue through cross-selling third-party products.
• Build and grow CASA book size by onboarding quality customers.
• Maintain relationships with existing HNI clients for long-term engagement.
• Coordinate with credit, legal, operations and product teams.
• Ensure KYC compliance and proper documentation.
• Provide end-to-end support to customers and channel partners.
• Leverage existing customer base to generate new opportunities.

Skills

Coordination skills

Customer-centric approach

Portfolio management experience

Job description

Premier Acquisition Manager_Sales_0412_8553_1027319

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 effective 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