Premier Acquisition Manager_Sales_0412_8826_1031135

Kotak Mahindra Bank; Virudhunagar; On-site; INR 1,200,000 - 2,400,000; Full time

Job summary

Kotak Mahindra Bank seeks a Premier Acquisition Manager to build relationships with High Net-Worth Individuals, focusing on CASA growth and cross-selling, while coordinating with internal teams to ensure smooth onboarding and compliance.

The role emphasizes end-to-end customer support and leveraging the existing client base to generate new business opportunities in a retail banking context.

Qualifications

• Experience in managing high net-worth relationships.
• Track record in growing CASA and cross-selling financial products.
• Strong coordination and customer-centric approach.

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 relationship management

Cross-selling

Portfolio 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.