Premier Acquisition Manager-RL SALES-Sales

Kotak Mahindra Bank Ltd; Odisha; On-site; INR 1,200,000 - 2,200,000; Full time

Job summary

Kotak Mahindra Bank Ltd in India is seeking a Premier Acquisition Manager to acquire and manage relationships with High Net-Worth Individuals for retail loan products and banking services. The role focuses on building a strong CASA book, driving cross-selling of third-party products such as insurance and mutual funds, and ensuring strict KYC and documentation norms while coordinating with internal teams.

The ideal candidate brings customer-centric approach and proven portfolio management

Qualifications

• Experience acquiring HNI customers for retail banking products.
• Proven ability to drive revenue through cross-selling insurance, mutual funds, and other TPP.
• Track record growing CASA book by onboarding high-quality customers.
• Keen relationship management with existing clients to ensure long-term engagement.
• Strong coordination with 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 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 KYC compliance and proper documentation for all acquisitions.
• Provide end-to-end support to customers and channel partners.

Skills

HNI acquisition

Cross-selling

CASA growth

Client relationship management

KYC & documentation

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.