Premier Acquisition Manager-Sales-Sales

Kotak Mahindra Bank; Navsari; On-site; INR 1,200,000 - 2,000,000; Full time

Job summary

Kotak Mahindra Bank invites an experienced Premier Acquisition Manager to grow its HNI client base and CASA book in retail banking. You will focus on acquiring and managing high-net-worth relationships, while cross-selling third-party products to generate revenue and enhance overall client engagement.

The role emphasizes collaboration with internal teams to ensure compliant onboarding, documentation, and seamless service delivery for top-tier customers.

Qualifications

• Acquire and manage HNI relationships for retail loan products.
• Build strong CASA book through onboarding high-net-worth clients.
• Coordinate with internal teams to ensure smooth onboarding and service.

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

Skills

HNI Acquisition

Portfolio Management

Cross-selling

KYC Compliance

Client Relationship

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.