Premier Acquisition Manager-Sales-Sales

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

Job summary

Kotak Mahindra Bank in India seeks a Premier Acquisition Manager to build and manage relationships with High Net-Worth Individuals for retail loan products. The role emphasizes growing a robust CASA book, cross-selling third-party products, and generating revenue through high-value client engagement.

You will coordinate with credit, legal, operations, and product teams, ensure KYC compliance, support channel partners, and leverage the existing client base to create new business opportunities.

Qualifications

• HNI relationship management experience
• Strong cross-selling capabilities
• Portfolio management experience
• Knowledge of KYC norms and compliance

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 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 relationships

Cross-selling

Portfolio management

KYC compliance

Customer service

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.