Premier Acquisition Manager-Sales-Sales

Kotak Mahindra Bank Ltd; NTR; On-site; INR 1,200,000 - 2,300,000; Full time

Job summary

Kotak Mahindra Bank Ltd. seeks a Premier Acquisition Manager to acquire and manage HNI relationships for retail loan products, focusing on growing the CASA book and cross-selling third-party products. The role requires coordination with internal teams and a customer-centric approach to drive revenue and ensure compliant onboarding.

The ideal candidate will have experience in portfolio management and strong relationship-building skills to sustain long-term engagement with high-value clients.

Qualifications

• HNIs experience preferred in retail banking.
• Strong coordination and documentation skills.
• Customer-centric approach with relationship-building experience.
• Ability to work with cross-functional internal teams.

Responsibilities

• Acquire new HNI customers for retail loans and banking services.
• Drive revenue through cross-selling of third-party products.
• Build CASA book size by onboarding quality customers.
• 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 customers.
• Provide end-to-end support to customers and channel partners.
• Leverage existing customer base to generate new business opportunities.

Skills

Relationship management

Cross-selling

Portfolio management

KYC compliance

Client onboarding

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.