Premier Acquisition Manager_Sales-Sales_Bangalore

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

Job summary

Kotak Mahindra Bank Ltd in Bengaluru seeks Premier Acquisition Manager to build a high-net-worth client base for retail loans, CASA and TPP. The role emphasizes end-to-end relationship management, cross-selling insurance and mutual funds, and close coordination with credit, legal, operations and product teams.

Candidates should have proven HNI portfolio experience and a customer-centric approach.

Qualifications

• Experience in HNI banking and portfolio management.
• Strong client relationship and cross-selling capabilities.
• Good coordination with credit, legal, operations and product teams.

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 for long-term engagement.
• Coordinate with internal teams including credit, legal, operations, and product teams.
• Ensure KYC norms and proper documentation for all customer acquisitions.
• Provide end-to-end support to customers and channel partners with timely updates and resolution.
• Leverage existing customer base to generate new business opportunities.

Skills

Relationship building

Cross-selling

KYC compliance

Portfolio management

Coordination with internal teams

Education

Bachelor's degree in Finance/Banking

Tools

CRM systems

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.