Premier Acquisition Manager_Sales_0412_4125_1087097

Kotak Mahindra Bank; Hoshiarpur; Vor Ort; INR 1.500.000 - 2.500.000; Vollzeit

Zusammenfassung

Kotak Mahindra Bank is seeking a Premier Acquisition Manager to lead relationships with High Net-Worth Individuals for retail loan products. The role focuses on building a strong CASA book, cross-selling third-party products, and driving high-value customer engagement.

The successful candidate will coordinate with credit, legal, operations and product teams to ensure KYC compliance and proper documentation, onboard quality customers, and generate revenue through a proactive, client-centric

Aufgaben

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

Kenntnisse

HNI relationship management

Cross-selling

Portfolio management

KYC compliance

Internal coordination

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: