Premier Acquisition Manager_Sales_0412_9582_1035385

Kotak Mahindra Bank; Agartala; On-site; INR 700,000 - 1,100,000; Full time

Job summary

Kotak Mahindra Bank is seeking a Premier Acquisition Manager to acquire and manage relationships with High Net-Worth Individuals for retail loan products. The role focuses on building a strong CASA book, selling third-party products (TPP), and generating revenue through high-value customer engagement.

The candidate should possess strong coordination skills and prior portfolio management experience. The role requires coordinating with credit, legal, operations, and product teams, ensuring KYC

Qualifications

• Experience in acquiring and managing HNI portfolios.
• Strong cross-selling capabilities across financial products.
• Proven ability to coordinate with multiple internal 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 to ensure long-term engagement.
• Coordinate effectively with 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

Relationship management

HNIs handling

Cross-selling

Portfolio management

KYC compliance

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.