Premier Acquisition Manager-Sales-Sales

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

Job summary

Kotak Mahindra Bank Ltd. seeks an Acquisition Manager to build and manage a portfolio of High Net-Worth Individuals for retail loan products and banking services. The role emphasizes expanding the CASA book, cross-selling third-party products, and delivering superior client experiences.

Responsibilities include onboarding quality HNI clients, ensuring compliant KYC, and coordinating with internal teams to provide end-to-end support and timely updates.

Qualifications

• 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.

Responsibilities

• Acquire and grow HNI customer base for retail banking products.
• Cross-sell insurance, mutual funds, and other TPP to increase revenue.
• Onboard customers to CASA and maintain ongoing relationships.
• Collaborate with credit, legal, operations and product teams to ensure smooth onboarding.

Skills

HNI acquisition

Cross-selling

Portfolio management

Relationship building

Coordination with internal teams

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.