Premier Acquisition Manager-RL SALES-Sales

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

Job summary

Kotak Mahindra Bank in Mumbai is seeking a Premier Acquisition Manager to lead the acquisition of high-net-worth clients and drive revenue through cross-selling financial products. The role involves building CASA book size and organizing regular promotional events to generate leads.

The ideal candidate has 1–2 years of experience, strong coordination across channels, and solid communication skills, with some knowledge of portfolio management and an existing customer base.

Qualifications

• Strong coordination across multiple channels.
• Excellent communication skills.
• Some knowledge and experience in Portfolio Management.
• Existing customer base preferred.
• 1-2 years of work experience.

Responsibilities

• Acquire high-net-worth clients.
• Sell TPP and generate revenue.
• Build CASA book size.
• Conduct regular promotional and customer events to generate leads.
• Cross-sell mutual funds, gold, insurance and asset products.

Skills

Excellent communication skills

Coordination across channels

Portfolio management knowledge

Existing customer base

1-2 years experience

Job description

Job Name: Premier Acquisition Manager

• Conducts regular promotional and customer events to generate leads
• Cross selling of MF, Gold, Insurance and asset products.

Job Role

• Acquisition of HNI's only.
• Selling TPP and Generating Revenue.
• Building CASA book size.
• Conducts regular promotional and customer events to generate leads
• Cross selling of MF, Gold, Insurance and asset products.

Job Requirement

• Good coordinator with different channels.
• Excellent communication skills.
• Should have some knowledge and experience in Portfolio Management.
• Should have some existing base of customer’s
• Having more than 1-2 year work experience