Premier Acquisition Manager-Sales-Sales

Kotak Mahindra Bank; Ajmer; On-site; INR 1,200,000 - 1,500,000; Full time

Job summary

Kotak Mahindra Bank is seeking a Premier Acquisition Manager in India to lead acquisition and management of relationships with High Net-Worth Individuals for retail loans. The role focuses on building a strong CASA book, cross-selling third‑party products, and revenue generation through high-value client engagement.

You will coordinate with credit, legal, operations and product teams, ensure KYC and documentation, and nurture long-term engagement with HNI clients, leveraging the existing base to

Qualifications

• Strong coordination skills and customer-centric approach.
• Prior experience in portfolio management.
• Experience in acquiring HNI clients for retail banking is a plus.

Responsibilities

• Acquire new HNI customers for retail banking products and services.
• Drive revenue through cross-selling of third‑party products such as insurance and mutual funds.
• Build and grow CASA book by onboarding quality customers.
• Maintain and nurture relationships with existing HNI clients.
• Coordinate with internal teams including credit, legal, operations and product.
• Ensure KYC compliance and proper documentation.
• Provide end-to-end support to customers and channel partners.
• Leverage existing customer base to generate new business opportunities.

Skills

Coordination

Customer-centric

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.