Premier Acquisition Manager-Sales-Sales

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

Job summary

KOTAK MAHINDRA BANK LTD. is seeking an Premier Acquisition Manager to acquire and nurture High Net-Worth Individuals for retail loan products and banking services.

The role emphasizes building a robust CASA book and cross-selling third-party products to generate revenue, while coordinating with credit, legal, and operations teams to ensure compliant onboarding. The candidate should be adept at managing relationships with HNI clients, delivering end-to-end support, and leveraging the existing

Qualifications

• Experience with HNI portfolios and retail loan products.
• Strong coordination and customer relationship skills.
• Knowledge of KYC norms and documentation.

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 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

Coordination

Customer-centric approach

Portfolio management experience

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.