Premier Acquisition Manager-RL SALES-Sales

Kotak Mahindra Bank Ltd; Jaipur; On-site; INR 900,000 - 1,500,000; Full time

Job summary

Kotak Mahindra Bank Ltd in Jaipur is seeking a Premier Acquisition Manager to build and manage relationships with High Net-Worth Individuals for retail loan products. You will focus on growing the CASA book and driving revenue through cross-selling of third-party products while ensuring excellent client service.

The role requires strong coordination with credit, legal, operations and product teams, strict adherence to KYC norms, and a customer-centric approach to long-term engagement with HNI

Qualifications

• Experience in HNI portfolio management and high-value customer engagement.
• Proven ability to acquire new HNI clients for banking products.
• Knowledge of KYC norms and proper documentation.

Responsibilities

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

Skills

Relationship management

Cross-selling

Portfolio management

Coordination skills

Customer-centric approach

KYC compliance

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.