Premier Acquisition Manager - High Net-Worth Individual Sales

Kotak Mahindra Bank; Bhavnagar; On-site; INR 800,000 - 1,100,000; Full time

Job summary

Kotak Mahindra Bank seeks an Premier Acquisition Manager_Sales-Sales for Bhavnagar to acquire and manage HNI relationships for retail loans and banking services. The role emphasizes building a strong CASA book, cross-selling third-party products, and generating revenue through high-value customer engagements.

The candidate should have strong coordination abilities, a customer-centric mindset, and prior portfolio management experience to ensure compliance with KYC norms and seamless onboarding of

Qualifications

• Acquire new HNI customers for retail loan products and banking services.
• Drive revenue through cross-selling of third-party products.
• Build CASA book by onboarding quality customers.
• Maintain and nurture relationships with existing HNI clients to ensure long-term engagement.
• 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, ensuring timely updates and resolution.
• Leverage existing customer base to generate new business opportunities.
• Experience Level: Mid Level.

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

HNI relations

Cross-selling

Portfolio management

Coordination

Customer-centric

Job description

Premier Acquisition Manager_Sales-Sales_Bhavnagar

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