Premier Acquisition Manager_Sales_0412_4270_1003943

Kotak Mahindra Bank; Nuh District; On-site; INR 600,000 - 1,000,000; Full time

Job summary

Kotak Mahindra Bank is seeking a Premier Acquisition Manager to focus on acquiring and managing HNI relationships for retail loan products and banking services. The role emphasizes building a strong CASA book, cross-selling third-party products, and generating revenue through high-value customer engagement.

The candidate should have experience in portfolio management, excellent coordination skills, and a customer-centric approach to deliver end-to-end support to clients and channel partners.

Qualifications

• Experience in portfolio management and wealth relationships.
• Strong coordination skills and customer-centric approach.

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 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.