Premier Acquisition Manager_Sales_0412_5995_1037748

Kotak Mahindra Bank; Ratlam; Presencial; INR 900.000 - 1.400.000; Jornada completa

Descripción de la vacante

Kotak Mahindra Bank seeks an Acquisition Manager to onboard and manage High Net-Worth Individuals for retail loan products and banking services.

The role focuses on building a strong CASA book, driving cross-sell of TP products, and nurturing long-term relationships with HNI clients while ensuring KYC and documentation standards.

Formación

• Experience in acquiring HNI customers for retail banking products.
• Strong understanding of CASA growth and value-led selling for TP products.
• Ability to coordinate with credit, legal, operations and product teams.

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 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.

Conocimientos

Relationship management

Cross-selling

Portfolio management

KYC compliance

Coordination with internal teams

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.