Premier Acquisition Manager_Sales_0412_5980_1028630

Kotak Mahindra Bank; Gorakhpur District; Presencial; INR 1.200.000 - 2.400.000; Jornada completa

Descripción de la vacante

Kotak Mahindra Bank is seeking a Premier Acquisition Manager to build relationships with High Net-Worth Individuals and drive growth in retail loan products. The role emphasizes CASA book expansion, cross-selling third-party products, and high-value client engagement.

You will coordinate with credit, legal, operations and product teams, ensure KYC and documentation, and provide end-to-end support to customers and channel partners. Prior portfolio management experience is beneficial.

Responsabilidades

• 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.

Conocimientos

Relationship building

Cross-selling

KYC compliance

Portfolio management

Descripción del empleo

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.