Premier Acquisition Manager - High Net-Worth Individual Sales

Kotak Mahindra Bank Limited; Bathinda; On-site; INR 550,000 - 900,000; Full time

Job summary

Kotak Mahindra Bank Limited in Bathinda seeks an experienced Premier Acquisition Manager to drive high-net-worth client acquisitions for retail loan products and to build a strong CASA book.

The role emphasizes cross-selling of third-party products, coordination with internal teams, and strict adherence to KYC norms to ensure compliant customer onboarding and ongoing relationship management.

Qualifications

• Experience handling HNI clients and retail lending products.
• Strong coordination with credit, operations, and product teams.
• Knowledge of KYC norms and documentation requirements.

Responsibilities

• Acquire and manage relationships with HNIs for retail loans.
• Grow the CASA book and onboard quality customers.
• Cross-sell third-party products (TPP) like insurance and mutual funds.
• Provide end-to-end support to customers and channel partners, ensuring timely updates and resolutions.

Job description

Premier Acquisition Manager_Sales-Sales_Bathinda

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