Premier Acquisition Manager-Sales-Sales

Kotak Mahindra Bank Ltd; Satara; On-site; INR 900,000 - 1,300,000; Full time

Job summary

Kotak Mahindra Bank Ltd is seeking an Premier Acquisition Manager to acquire and manage relationships with High Net-Worth Individuals for retail banking products. The role emphasizes building a robust CASA book, cross-selling third-party products, and driving revenue through high-value engagements.

Candidate should have strong coordination skills, a customer-centric approach, and experience in portfolio management to ensure long-term client engagement and compliance with KYC norms.

Qualifications

• Experience acquiring HNI customers for retail banking products.
• Strong coordination with credit, legal, operations, and product teams.
• KYC norms and documentation knowledge.
• End-to-end support for customers and channel partners.

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

HNI portfolios

Cross-selling

Customer-centric

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.