Premier Acquisition Manager_Sales_0412_2109_1020462

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

Job summary

Kotak Mahindra Bank in Vasai-Virar, Maharashtra invites applications for a Premier Acquisition Manager who will acquire and manage HNI relationships for retail loan products, with a focus on building a strong CASA book and delivering high-value service.

You will coordinate with credit, legal, operations and product teams, ensure strict KYC adherence, and drive revenue through cross-selling third-party products while nurturing long-term client engagement.

Responsibilities

• Acquire new HNI customers for retail loan products.
• Drive revenue through cross-selling of third-party products (TPP).
• 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.
• Ensure KYC compliance and proper documentation for acquisitions.
• Provide end-to-end support to customers and channel partners.
• Leverage the existing customer base to generate new business opportunities.

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.