Premier Acquisition Manager_Sales-Sales_Bhubaneswar

Kotak Mahindra Bank Ltd; Khordha; On-site; INR 1,200,000 - 2,400,000; Full time

Job summary

Kotak Mahindra Bank Ltd is seeking an Acquisition Manager to build a strong HNI client base and manage relationships for retail loans and banking services in Odisha. The role emphasizes high-value engagement, KYC compliance, and coordination with internal teams to deliver end-to-end solutions.

Responsibilities include onboarding HNI customers, driving revenue through cross-selling, and maintaining relationships for long-term growth, with a focus on CASA expansion and documentation accuracy.

Qualifications

• Experience acquiring HNI customers for retail banking products.
• Ability to drive revenue through cross-selling third-party products.
• Strong skills in onboarding and maintaining banking relationships.
• Familiarity with KYC norms and documentation requirements.

Responsibilities

• Acquire new HNI customers for retail loan products and banking services.
• Drive revenue through cross-selling of third-party products 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 credit, legal, operations and product teams.
• Ensure KYC compliance and proper documentation for all acquisitions.
• Provide end-to-end support to customers and channel partners.
• Leverage the existing customer base to generate new opportunities.

Skills

HNI relationships

Cross-selling

CASA management

KYC compliance

Internal coordination

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.