Premier Acquisition Manager-Sales-Sales

Kotak Mahindra Bank Ltd; Patiala District; On-site; INR 1,350,000 - 1,650,000; Full time

Job summary

Kotak Mahindra Bank Ltd in India is seeking a Premier Acquisition Manager to grow the HNI banking book for retail loans. The role focuses on acquiring new HNI customers, building a strong CASA book, and driving revenue through cross-selling of third-party products, including insurance and mutual funds.

The candidate should excel at coordinating with credit, legal, operations, and product teams, ensure KYC compliance, and provide end-to-end support to customers and channel partners.

Qualifications

• Experience in acquiring high-net-worth individuals for banking products.
• Ability to build and manage a CASA book with quality customers.
• Proven track record in cross-selling financial products.

Responsibilities

• Acquire new HNI customers for retail loan products and banking services.
• Drive revenue through cross-selling of third-party products (TPP).
• Build and grow CASA book size by onboarding quality customers.
• Maintain and nurture relationships with existing HNI clients for long-term engagement.
• Coordinate with internal teams (credit, legal, operations, product).
• Ensure KYC compliance and proper documentation for all acquisitions.
• Provide end-to-end support to customers and channel partners.

Skills

HNI relationships

Cross-selling

Portfolio management

Client coordination

Tools

CRM software

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.