Premier Acquisition Manager-RL SALES-Sales

Kotak Mahindra Bank Ltd; Meerut; On-site; INR 2,500,000 - 4,000,000; Full time

Job summary

Kotak Mahindra Bank Ltd is seeking an experienced Acquisition Manager to drive the growth of our HNI retail loan portfolio. You will focus on acquiring HNI clients, building a robust CASA book, and delivering high-value service and cross-sell opportunities to generate revenue.

Success requires strong relationship-building, coordination with credit, legal, operations and product teams, and strict adherence to KYC norms and documentation to ensure compliant onboarding and ongoing engagement.

Qualifications

• Experience in high-net-worth client engagement and portfolio management.
• Strong customer-centric approach with excellent relationship-building skills.
• Ability to coordinate across credit, legal, operations and product teams.

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 and mutual funds.
• Build and grow CASA book size 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 onboarding.
• Provide end-to-end support to customers and channel partners, ensuring timely updates.

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.