Premier Acquisition Manager-Sales-Sales

Kotak Mahindra Bank Ltd; Lonavala; On-site; INR 1,080,000 - 1,320,000; Full time

Job summary

Kotak Mahindra Bank Ltd is seeking a Premier Acquisition Manager to acquire and manage HNI relationships for retail loan products while building a strong CASA book and cross-selling third-party products.

The role emphasizes coordination across internal teams, strict KYC adherence, and delivering end-to-end customer support to ensure long-term engagement with high-value clients.

Qualifications

• Experience in HNI banking and wealth client handling.
• Strong coordination and platform-based work experience.
• Proven ability to grow high-value CASA and manage portfolios.

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 for long-term engagement.
• Coordinate effectively with 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 Acquisition

Cross-selling

KYC Compliance

Relationship 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.