Premier Acquisition Manager-Sales-Sales

Kotak Mahindra Bank Ltd; Kaithal; On-site; INR 1,800,000 - 3,000,000; Full time

Job summary

Kotak Mahindra Bank Ltd is seeking a Premier Acquisition Manager in India to acquire and manage High Net-Worth Individual relationships for retail loan products. The role centers on building a robust CASA book and driving revenue through high-value client engagement by cross-selling third-party products.

The candidate will coordinate with internal teams, ensure strict KYC compliance, and provide end-to-end support to customers and channel partners, while leveraging the existing client base to

Qualifications

• Acquire and manage HNI relationships for retail loan products.
• Drive revenue through cross-selling third-party products (TPP) like insurance, mutual funds, etc.
• Build and grow CASA book by onboarding quality customers.
• Maintain and nurture relationships with existing HNI clients for long-term engagement.

Responsibilities

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

Skills

HNI relations

Cross-selling

Customer-centric

Portfolio management

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.