Premier Acquisition Manager - High Net-Worth Individual Sales

Kotak Mahindra Bank Limited; Punjab; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

Kotak Mahindra Bank Limited is seeking a Premier Acquisition Manager in Punjab to acquire and manage relationships with High Net-Worth Individuals for retail loan products. The role focuses on building a strong CASA book, cross-selling third-party products, and driving revenue through high-value customer engagements.

You will onboard quality HNI customers, coordinate with credit, legal, operations and product teams, ensure KYC compliance, and provide end-to-end support to customers and channel

Qualifications

• Experience acquiring HNI clients for retail loans.
• Strong CASA book development skills.
• Proven cross-selling of third-party products (TPP) like insurance and mutual funds.
• Knowledge of KYC norms and proper documentation.

Responsibilities

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

Skills

HNI relationship management

Cross-selling

KYC compliance

Retail banking

Credit coordination

Tools

CRM systems

Job description

Premier Acquisition Manager

Premier Acquisition Manager_Sales_0412_4215_1083752 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. 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