Premier Acquisition Manager-RL SALES-Sales

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

Job summary

Kotak Mahindra Bank Ltd. in Haryana invites an experienced Acquisition Manager to lead HNI onboarding for retail loan products, build a strong CASA book, and drive revenue via cross-selling of third‑party products.

You will coordinate with credit, legal, operations and product teams, maintain long‑term relationships with HNIs, ensure KYC compliance, and deliver end‑to‑end support to customers and channel partners.

Qualifications

• Acquire new HNI customers for retail loan products.
• Drive revenue through cross-selling of third-party products (TPP).
• Grow CASA book size 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 for new business opportunities.

Responsibilities

• Acquire new HNI customers for retail loan products.
• Cross-sell third-party products (TPP) like insurance and mutual funds.
• Grow CASA book by onboarding quality customers.
• Maintain long-term engagement with existing HNI clients.
• 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 for new business opportunities.

Skills

HNI client acquisition

CASA growth

Cross-selling

Portfolio management

Coordination

KYC compliance

Customer service

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.