Premier Acquisition Manager_Sales-Sales_Bhadson

Kotak Mahindra Bank; Patiala District; On-site; INR 1,200,000 - 2,000,000; Full time

Job summary

Kotak Mahindra Bank is seeking an experienced Premier Acquisition Manager to build a high-value HNI client base for retail loan products and banking services. The role emphasizes growing a robust CASA book, cross-selling third-party products, and delivering high-value customer engagement.

The candidate will coordinate with credit, legal, operations, and product teams to ensure KYC compliance, proper documentation, and timely updates for channel partners and customers.

Qualifications

• Experience in acquiring HNI clients for retail banking.
• Strong knowledge of CASA, KYC and regulatory norms.
• Excellent coordination and relationship management.
• Portfolio management experience is preferred.

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 and mutual funds.
• 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 customer acquisitions.
• Provide end-to-end support to customers and channel partners, with timely updates and resolutions.
• Leverage existing customer base to generate new business opportunities.

Skills

HNI acquisition

Retail banking

Cross-selling

Portfolio management

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.