Premier Acquisition Manager-Sales-Sales

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

Job summary

Kotak Mahindra Bank is seeking a Premier Acquisition Manager to lead relationships with High Net-Worth Individuals for retail loan products, while expanding the CASA book and cross-selling third-party products. The role demands strong coordination with credit, legal, operations and product teams, a customer-centric mindset, and the ability to convert a premium client base into sustained revenue.

You will ensure KYC compliance, provide end-to-end support to customers and channel partners, and

Qualifications

• Experience in managing high net-worth clients and portfolios.
• Proven ability to cross-sell financial products to premium customers.
• Knowledge of KYC norms and onboarding documentation.

Responsibilities

• Acquire new HNI customers for retail loan products and banking services.
• Drive revenue through cross-selling of third-party products (TPP).
• Build CASA book size by onboarding quality customers.
• Maintain and nurture relationships with existing HNI clients to ensure long-term engagement.
• Coordinate 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.

Skills

HNI sales

Portfolio mgmt

Cross-selling

KYC compliance

Customer engagement

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.