Premier Acquisition Manager-Sales-Sales

Kotak Mahindra Bank; Ghaziabad District; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

Kotak Mahindra Bank is seeking an Premier Acquisition Manager in Ghaziabad, India. The role focuses on acquiring HNIs for retail loan products, building a strong CASA book, and cross-selling third-party products to generate revenue.

Candidate should have strong coordination skills, a customer-centric mindset, and experience in portfolio management to ensure compliant KYC and seamless end-to-end support for customers and channel partners.

Qualifications

• Experience in acquiring high-value clients and managing banking portfolios.
• Strong client-centric approach with focus on revenue growth.

Responsibilities

• Acquire new HNI customers for retail loan products and banking services.
• Drive revenue through cross-selling of third-party products 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 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 sales

Portfolio management

Cross-selling

Relationship building

Coordination with teams

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.