Premier Acquisition Manager-Sales-Sales

Kotak Mahindra Bank; Jajpur; On-site; INR 600,000 - 900,000; Full time

Job summary

Kotak Mahindra Bank seeks a Premier Acquisition Manager to build and manage relationships with High Net-Worth Individuals for retail banking products. The role emphasizes growing a robust CASA book, cross-selling third-party products, and delivering high-value customer engagement through coordinated efforts with internal teams.

The candidate should be adept at onboarding quality customers, maintaining long-term relationships, and ensuring strict KYC and documentation standards across

Qualifications

• Experience in acquiring HNI customers for retail banking products.
• Proven ability to build CASA books and manage high-value relationships.
• Track record in cross-selling third-party products (TPP) with revenue impact.
• Strong coordination with credit, legal, operations and product teams.
• Knowledge of KYC norms and documentation for client onboarding.

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 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 internal teams including credit, legal, operations and product.
• Ensure compliance with KYC norms and proper documentation for all acquisitions.
• Provide end-to-end support to customers and channel partners with timely updates.

Skills

HNI relationship management

Cross-selling

Portfolio management

Customer-centric approach

Coordination

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.