Premier Acquisition Manager-Sales-Sales

Kotak Mahindra Bank; Angamaly; On-site; INR 600,000 - 1,000,000; Full time

Job summary

Kotak Mahindra Bank is seeking an Premier Acquisition Manager to lead HNI client acquisition and relationship management for retail banking products. The role emphasizes building a robust CASA book while driving high-value cross-sell opportunities and ensuring compliant onboarding.

The candidate should coordinate with multiple internal teams, maintain strong customer engagement, and deliver end-to-end support to clients and partners, aiming for long-term profitability and service excellence.

Qualifications

• Experience in acquiring HNI clients for retail banking products.
• Strong ability to engage customers and manage relationships.
• Knowledge of CASA growth and cross-selling insurance, mutual funds, etc.

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 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 teams.
• Ensure KYC compliance and proper documentation for all acquisitions.
• Provide end-to-end support to customers and channel partners with timely updates.

Skills

HNI Acquisition

Cross-selling

Customer relationship

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.