Premier Acquisition Manager-Sales-Sales

Kotak Mahindra Bank; Yavatmal District; On-site; INR 900,000 - 1,300,000; Full time

Job summary

Kotak Mahindra Bank is seeking a Premier Acquisition Manager in Maharashtra to acquire and manage HNI relationships for retail loan products and banking services, focusing on CASA growth and cross-selling third-party products.

The role requires strong coordination with credit, legal, operations and product teams, adherence to KYC norms, and a customer-centric approach to drive revenue and long-term engagement with premium clients. Experience in portfolio management will be essential to succeed.

Qualifications

• Experience in HNI banking and high-value client management.
• Proven ability in cross-selling financial products.
• 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) 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 relationships

Cross-selling

Portfolio management

KYC compliance

Customer service

Coordination

Job description

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.

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.