Premier Acquisition Manager_Sales_0412_2938_1022563

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

Job summary

Kotak Mahindra Bank is seeking an experienced Premier Acquisition Manager in India to build and manage relationships with High Net-Worth Individuals for retail loan products. The role emphasizes growing the CASA book, cross-selling third-party products, and generating revenue through high-value client engagement.

You will coordinate with credit, legal, operations, and product teams, ensure strict KYC and documentation, and provide end-to-end support to customers and channel partners while

Qualifications

Responsibilities

• Acquire new HNI customers for retail banking products.
• Drive revenue through cross-selling of third-party products (TPP) such as insurance, mutual funds, etc.
• Grow CASA book by onboarding quality customers.
• Maintain relationships with existing HNI clients for 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.

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.