Premier Acquisition Manager_Sales_0412_4406_1003233

Kotak Mahindra Bank; Una; On-site; INR 800,000 - 1,400,000; Full time

Job summary

Kotak Mahindra Bank seeks a Premier Acquisition Manager to drive HNI client onboarding, build a strong CASA book, and expand revenue through cross-selling. You will actively engage high-net-worth individuals, manage relationships, and coordinate with credit, legal, operations, and product teams to ensure seamless onboarding.

The role emphasizes customer-centric service, end-to-end support for customers and channel partners, and meticulous KYC/documentation to maintain compliant onboarding and

Qualifications

• Experience acquiring HNI customers for banking products.
• Strong KYC/documentation knowledge and compliance.

Responsibilities

• 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.
• Nurture relationships with existing HNI clients for long-term engagement.
• Coordinate with internal teams (credit, legal, operations, product).
• Ensure KYC norms and proper documentation for all acquisitions.
• Provide end-to-end support to customers and channel partners.

Skills

HNI client acquisition

Customer focus

Portfolio management

Coordination

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.

Requirements