Premier Acquisition Manager_Sales_0412_5671_1004867

Kotak Mahindra Bank; Patna; On-site; INR 1,500,000 - 2,100,000; Full time

Job summary

Kotak Mahindra Bank is seeking a Premier Acquisition Manager to build and manage relationships with High Net-Worth Individuals for retail loan products. You will focus on growing the CASA book, cross-selling third-party products, and delivering high-value client engagement with strong coordination across internal teams.

The ideal candidate will have proven HNI experience, a customer-centric mindset, and the ability to manage portfolios while ensuring KYC compliance and thorough documentation.

Qualifications

• Experience in acquiring HNI relationships for retail banking products.
• Strong understanding of CASA growth and cross-selling third-party products.
• Customer-centric approach with ability to manage high-value clients.

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.

Skills

HNI acquisition

Retail Banking

Cross-selling

KYC compliance

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.