Premier Acquisition Manager_Sales-Sales_Ankleshwar

Kotak Mahindra Bank Ltd; Ankleshwar; On-site; INR 1,500,000 - 2,500,000; Full time

Job summary

Kotak Mahindra Bank Ltd. is seeking an Premier Acquisition Manager to grow the HNI client base for retail banking and loan products in India, while expanding the CASA book and cross-selling third-party products.

The role requires coordinating with multiple internal teams, ensuring KYC compliance, and delivering end-to-end support to customers and partners to drive revenue and long-term engagement.

Qualifications

• Experience in acquiring HNI customers for retail banking.
• Proven ability to build CASA books and cross-sell products.
• Familiarity with 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

Customer orientation

Coordination skills

Portfolio management

KYC/compliance awareness

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.