Premier Acquisition Manager_Sales_0412_0653_1009831

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

Job summary

Kotak Mahindra Bank is seeking an Premier Acquisition Manager to build and manage relationships with High Net-Worth Individuals for retail loan products and banking services in Mumbai. The role focuses on growing a strong CASA book and coordinating across internal teams to ensure smooth onboarding and compliance.

Responsibilities include cross-selling third-party products, nurturing HNI relationships, and driving revenue through high-value engagements while maintaining rigorous KYC standards and

Qualifications

• Experience building CASA books and cross-selling initiatives.
• Strong customer-centric approach and relationship management.
• Ability to coordinate with internal teams and ensure KYC compliance.

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 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 and resolutions.
• Leverage existing customer base to generate new business opportunities.

Skills

HNI relations

Cross-selling

Portfolio Mgmt

Job description

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.

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, 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.