Premier Acquisition Manager_Sales_0412_4353_1084043

Kotak Mahindra Bank; Panchkula; On-site; INR 900,000 - 2,100,000; Full time

Job summary

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

The candidate should bring strong coordination skills, a customer-centric approach, and prior portfolio management experience to ensure end-to-end support and compliance with KYC norms.

Qualifications

• Strong coordination and stakeholder management skills.
• Customer-centric mindset with focus on relationship building.
• Prior experience in portfolio management and revenue generation.

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 and mutual funds.
• 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 acquisitions.
• Provide end-to-end support to customers and channel partners, ensuring timely updates.

Skills

Coordination skills

Customer-centric approach

Portfolio management experience

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.