Premier Acquisition Manager_Sales_0412_4021_1086330

Kotak Mahindra Bank; Jalandhar; Vor Ort; INR 900.000 - 1.300.000; Vollzeit

Zusammenfassung

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

The candidate should be adept at coordinating with multiple internal teams and maintaining KYC-compliant onboarding processes.

Qualifikationen

• Experience in HNI relationships and retail banking preferable.
• Strong coordination with internal teams and compliance with KYC norms.

Aufgaben

• Acquire new HNI customers for retail loan products and banking services.
• Drive revenue through cross-selling third-party products such as insurance and mutual funds.
• Grow CASA book size by onboarding quality customers and nurturing existing relationships.
• Coordinate with credit, legal, operations, and product teams to ensure smooth onboarding.
• Ensure proper documentation and timely updates to customers and channel partners.
• Leverage existing customer base to generate new business opportunities.

Jobbeschreibung

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.

Requirements: