Premier Acquisition Manager-Sales-Sales

Kotak Mahindra Bank Ltd; Faridkot; On-site; INR 2,500,000 - 4,000,000; Full time

Job summary

Kotak Mahindra Bank Ltd is seeking an Premier Acquisition Manager to build and manage relationships with High Net-Worth Individuals (HNIs) for retail banking products. The role emphasizes growing the CASA book, cross-selling third-party products, and coordinating with internal teams to ensure compliant, timely service.

Ideal candidates will drive revenue through high-value engagement, provide end-to-end support to customers and channel partners, and leverage the existing client base for new

Qualifications

• Experience in acquiring HNI clients for retail banking products.
• Proven ability to drive revenue through cross-sell of third-party products (TPP).
• Strong focus on growing CASA book and managing high-value relationships.

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 for long-term engagement.
• Coordinate with credit, legal, operations, and product teams.
• Ensure KYC norms and proper documentation for all 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 acquisition

Cross-selling

CA/ CASA growth

Relationship management

KYC & documentation

Coordination with internal teams

Channel partner support

Customer-centric approach

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.