Premier Acquisition Manager_Sales-Sales_Dehradun

Kotak Mahindra Bank; Dehradun; Sur place; INR 1 200 000 - 2 100 000; Plein temps

Résumé du poste

Kotak Mahindra Bank is seeking a Premier Acquisition Manager to build and manage relationships with High Net-Worth Individuals (HNIs) for retail loan products. The role emphasizes growing the CASA book, cross-selling third-party products, and delivering high-value customer engagement.

The candidate should have strong coordination skills, a customer-centric approach, and prior experience in portfolio management to drive revenue and ensure compliant onboarding of clients.

Qualifications

• Experience acquiring HNI customers for retail banking.
• Strong coordination with multiple internal teams.
• Knowledge of KYC norms and documentation.

Responsabilités

• 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.

Connaissances

Coordination skills

Customer-centric approach

Portfolio management experience

Description du poste

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.