Premier Acquisition Manager_Sales_0412_8550_1025626

Kotak Mahindra Bank; Chennai; On-site; INR 900,000 - 1,400,000; Full time

Job summary

Kotak Mahindra Bank is seeking an Premier Acquisition Manager to build and manage relationships with High Net-Worth Individuals for retail banking products. The role emphasizes growing the CASA book, cross-selling third-party products, and coordinating with internal teams to ensure compliant onboarding and revenue generation.

The candidate should have strong customer-centric skills, experience in portfolio management, and a track record in acquiring high-value clients and driving cross-sell

Qualifications

• Experience in acquiring and managing HNI relationships in banking or financial services.
• Proven ability to drive revenue through cross-selling of financial products.
• Strong understanding of KYC norms and documentation requirements.
• Excellent coordination with credit, legal, operations and product teams.

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 for 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.

Skills

HNIs relationship management

Cross-selling

Portfolio management

KYC & compliance

Coordination

Tools

CRM software

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.