Premier Acquisition Manager-Sales-Sales

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

Job summary

Kotak Mahindra Bank Ltd in Navi Mumbai seeks an experienced Premier Acquisition Manager to lead HNI customer acquisition and management for retail loan products and banking services. The role focuses on growing CASA, cross-selling third-party products, and delivering end-to-end customer support.

The candidate should have strong coordination skills, a customer-centric mindset, and prior portfolio management experience to drive high-value engagement with clients and partners.

Qualifications

• Acquiring and managing relationships with High Net-Worth Individuals (HNI) for retail loan products and banking services.
• Strong customer-centric approach and coordination with internal teams.
• Experience in portfolio management and cross-selling of financial products.

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.

Skills

Relationship building

Customer-centric

Coordination skills

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.