Premier Acquisition Manager-RL SALES-Sales

Kotak Mahindra Bank; Amritsar; On-site; INR 600,000 - 900,000; Full time

Job summary

Kotak Mahindra Bank in Amritsar, Punjab invites applications for Premier Acquisition Manager to acquire and manage HNI relationships for retail loan products. Focus on building CASA, cross-selling TP products, and driving revenue through high-value client engagement.

The role requires coordination with credit, legal, operations, and product teams, ensuring KYC and documentation, and delivering end-to-end support to customers and channel partners.

Qualifications

• Experience in HNI banking and portfolio management
• Strong coordination with internal teams
• KYC and documentation compliance

Responsibilities

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

Job description

Job Description:

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.

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.