Premier Acquisition Manager-RL SALES-Sales

Kotak Mahindra Bank Ltd; Gwalior District; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

Kotak Mahindra Bank Ltd in India seeks a Premier Acquisition Manager to acquire and manage HNI clients for retail loan products and banking services. The role focuses on building a strong CASA book, cross-selling third-party products, and generating revenue through high-value client engagement.

The candidate should possess robust coordination skills, a customer-centric mindset, and prior experience in portfolio management to maintain long-term relationships with HNIs.

Qualifications

• Experience in acquiring high net-worth individuals for retail banking products.
• Strong cross-selling of third-party products (TPP) like insurance and mutual funds.
• Proven ability to build CASA book and onboard quality customers.
• Experience in portfolio management and client relationship maintenance.

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 acquisition

Cross-selling

Portfolio management

KYC compliance

Relationship management

Coordination skills

Customer-centric

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.

• 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.