Premier Acquisition Manager - High Net-Worth Individual Sales

Kotak Mahindra Bank Limited; Surat; On-site; INR 800,000 - 1,400,000; Full time

Job summary

Kotak Mahindra Bank Limited in Surat seeks a Premier Acquisition Manager – Sales to acquire and manage HNI relationships for retail loans, build a strong CASA book, and drive revenue through cross-selling of TP products.

You will coordinate with credit, legal, operations, and product teams, ensure KYC/docs, onboard high-quality customers, and nurture relationships for long-term engagement. This on-site role is based in Gujarat with growth opportunities.

Qualifications

• HNI relationship management with focus on retail loan products.
• Onboarding and CASA book growth with quality customers.
• Cross-selling of TP products and revenue generation.

Responsibilities

• Acquire and manage HNI relationships for retail loans.
• Grow CASA book by onboarding quality customers.
• Drive revenue through cross-selling insurance, mutual funds, etc.
• Coordinate with credit, legal, operations, and product teams.
• Ensure KYC compliance and proper documentation.
• Provide end-to-end support to customers and channel partners.

Skills

HNI relationships

Retail banking

Cross-selling

Portfolio management

KYC compliance

Customer service

Team coordination

Job description

Premier Acquisition Manager_Sales-Sales_Palsana

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