Premier Acquisition Manager_Sales_0412_4134_1005023

Kotak Mahindra Bank; Lalru; Vor Ort; INR 800.000 - 1.200.000; Vollzeit

Zusammenfassung

Kotak Mahindra Bank seeks a Premier Acquisition Manager to build a strong CASA book by acquiring High Net-Worth Individuals for retail loans and related banking services.

The role emphasizes cross-selling third-party products, coordinating with internal teams, ensuring KYC compliance, and delivering end-to-end support to clients and partners. Ideal candidate should have a customer-centric approach and portfolio management experience.

Qualifikationen

• Experience acquiring HNI customers for retail banking products.
• Strong cross-selling ability for third-party products (TPP) such as insurance, mutual funds, etc.
• Proven ability to build and grow CASA book through onboarding of quality customers.
• Excellent coordination with credit, legal, operations, and product teams.
• Adherence to KYC norms and thorough documentation for all acquisitions.

Aufgaben

• Acquire new HNI customers for retail loan products and banking services.
• Drive revenue through cross-selling of third-party products (TPP).
• Build CASA book size by onboarding quality customers.
• Maintain relationships with existing HNI clients for long-term engagement.
• Coordinate effectively with internal teams and ensure timely updates and resolutions.
• Ensure compliance with KYC norms and proper documentation for all acquisitions.
• 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: