Premier Acquisition Manager - High Net-Worth Individual Sales

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

Job summary

Kotak Mahindra Bank Limited in Solapur seeks a Premier Acquisition Manager_Sales-Sales to acquire and manage HNI relationships for retail loan products and banking services. You will focus on building a strong CASA book, cross-selling third-party products, and driving revenue through high-value customer engagement.

The role requires strong coordination skills, a customer-centric mindset, and prior experience in portfolio management, with duties spanning internal coordination, KYC compliance, and

Qualifications

• Strong coordination skills and customer-centric approach.
• 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 CASA book by onboarding quality customers.
• Maintain and nurture relationships with existing HNI clients for long‑term engagement.
• Coordinate with credit, legal, operations, and product teams.
• Ensure KYC norms and proper documentation for all acquisitions.
• Provide end‑to‑end support to customers and channel partners.
• Leverage existing customer base to generate new business opportunities.

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 by onboarding quality customers.
• Maintain and nurture relationships with existing HNI clients for 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

Relationship building

Cross-selling

Portfolio management

Coordination

Customer centric

KYC

Job description

Premier Acquisition Manager_Sales-Sales_Solapur

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