Premier Acquisition Manager_Sales-Sales_Belgaum

Kotak Mahindra Bank; Belagavi District; On-site; INR 600,000 - 900,000; Full time

Job summary

Kotak Mahindra Bank seeks a Premier Acquisition Manager to drive HNI relationships for retail loans, build a strong CASA book, and cross-sell third-party products. The role focuses on delivering high-value customer engagement and coordinating with multiple internal teams.

The candidate will ensure KYC compliance, documentation, and end-to-end support to customers and channel partners, while leveraging the existing client base for new opportunities.

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.

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.