Premier Acquisition Manager-Sales-Sales

Kotak Mahindra Bank Ltd; Telangana; On-site; INR 900,000 - 1,600,000; Full time

Job summary

Kotak Mahindra Bank Ltd is seeking an Acquisition Manager to build and manage relationships with High Net-Worth Individuals for retail loan products and banking services. The role focuses on growing the CASA book, cross-selling third-party products, and delivering end-to-end support through channel partners.

The candidate should coordinate with internal teams and ensure strict KYC/documentation compliance while leveraging the existing customer base for new opportunities.

Qualifications

• Bachelors degree in finance, banking or related field.
• Experience in HNI or premium banking is preferred.
• Strong 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).
• Build and grow CASA book by onboarding quality customers.
• Maintain and nurture relationships with existing HNI clients for engagement.
• Coordinate with credit, legal, operations and product teams.
• Ensure compliance with KYC norms and proper documentation.

Skills

HNI relationship management

Cross-selling

KYC/compliance

Customer service orientation

Portfolio management

Education

Bachelor's degree in Finance/ Banking

Tools

CRM software

MS Office

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.