Premier Acquisition Manager-Sales-Sales

Kotak Mahindra Bank Ltd; Bhilwara; On-site; INR 900,000 - 1,500,000; Full time

Job summary

Kotak Mahindra Bank Ltd is seeking a Premier Acquisition Manager focused on high-net-worth individuals to grow the bank's retail loan portfolio and CASA book in Bhilwara.

The role emphasizes cross-selling third-party products, maintaining long-term client relationships, and coordinating with credit, operations and product teams while ensuring KYC compliance.

Qualifications

• Experience in acquiring and managing HNI clients.
• Knowledge of KYC norms and documentation.
• Strong cross-selling abilities across financial products.

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.
• Coordinate with internal teams including credit, legal, operations, and product teams.
• Ensure compliance with KYC norms and proper documentation.
• Provide end-to-end support to customers and channel partners.
• Leverage existing customer base to generate new business opportunities.

Skills

Relationship management

Coordination skills

Customer-centric approach

Portfolio management

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.

• 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.