Premier Acquisition Manager-RL SALES-Sales

Kotak Mahindra Bank; Dirba Mandi; On-site; INR 1,200,000 - 2,100,000; Full time

Job summary

Kotak Mahindra Bank in India seeks a Premier Acquisition Manager to drive HNI client acquisition and manage relationships for retail loan products. The role emphasizes building a strong CASA book, cross-selling third-party products, and revenue growth through high-value engagements.

You will coordinate with credit, legal, operations and product teams, ensure KYC-compliant onboarding, and provide end-to-end support to customers and channel partners while leveraging the existing client base for

Qualifications

• Experience in high-net-worth client onboarding and portfolio management.
• Strong knowledge of KYC norms and regulatory requirements.
• Proven ability to grow CASA books and cross-sell third-party products.

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 acquisitions

Relationship management

Cross-selling

Portfolio management

KYC compliance

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.