Premier Acquisition Manager_Sales_0412_4916_1002455

Kotak Mahindra Bank; Faridabad District; On-site; INR 800,000 - 1,600,000; Full time

Job summary

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

The candidate must have strong coordination skills, a customer-centric mindset, and experience in portfolio management to onboard quality customers and ensure compliant KYC documentation across all

Qualifications

• Portfolio management experience with High Net-Worth Individuals.
• Strong cross-selling capabilities across financial products and services.
• Customer-centric mindset with focus on delivering value.

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.

Skills

HNI portfolio management

Cross-selling

Customer-centric approach

Coordination

Tools

CRM systems

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.