Premier Acquisition Manager_Sales_0412_8553_1027319

Kotak Mahindra Bank; Chennai; On-site; INR 800,000 - 1,100,000; Full time

Job summary

Kotak Mahindra Bank in Chennai is seeking a Premier Acquisition Manager to acquire and manage relationships with high net-worth individuals for retail loan products and banking services. You will build a strong CASA book, drive cross-sell of insurance and mutual funds, and coordinate with credit, legal, operations and product teams to ensure compliant onboarding and ongoing high-value engagement.

This role requires a customer-centric approach, strong coordination skills, and experience in

Qualifications

• Experience in acquiring HNI clients for bank products.
• Strong knowledge of KYC norms and documentation.
• Proven ability to build and maintain client relationships.

Responsibilities

• Acquire new HNI customers for retail loan products and banking services.
• Drive revenue through cross-selling of third-party products 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.

Skills

HNI acquisition

Cross-selling

Portfolio management

KYC compliance

Relationship management

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.