Premier Acquisition Manager_Sales-Sales_Erode

Kotak Mahindra Bank Ltd; Erode; On-site; INR 1,200,000 - 2,600,000; Full time

Job summary

Kotak Mahindra Bank Ltd seeks a Premier Acquisition Manager to build and manage relationships with High Net-Worth Individuals for retail loan products and banking services.

The role focuses on expanding CASA, driving cross-sell of third-party products, and coordinating with internal teams to ensure compliance and timely delivery of services to HNI clients.

Qualifications

• Bachelor's degree in Finance, Banking or equivalent field.
• Strong knowledge of HNI client needs and relationship management.
• Experience in retail banking products and revenue generation.

Responsibilities

• Acquire new HNI customers for retail loan products and banking services.
• Drive revenue through cross-selling 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 with timely updates.

Skills

Relationship management

HNI client engagement

Cross-selling

KYC compliance

Portfolio management

Education

Bachelor's degree in Finance/Banking

Tools

CRM software

MS Office

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.