Premier Acquisition Manager_Sales-Sales_Bhadson

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

Job summary

Kotak Mahindra Bank Ltd. invites applications for an Premier Acquisition Manager to build and manage relationships with High Net-Worth Individuals, focusing on retail loan products and CASA growth.

The role emphasizes cross-selling third-party products, strong client engagement, KYC compliance, and collaboration with credit, operations, and product teams to drive revenue and long-term client value. Ideal candidates will have a customer-centric mindset, proven portfolio management experience, and

Qualifications

• Experience in acquiring HNI customers for banking products.
• Knowledge of CASA and retail loan products.
• Ability to coordinate with multiple internal teams.

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 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 compliance with KYC norms and proper documentation for all 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 relations

Cross-selling

Portfolio management

KYC compliance

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.