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Kotak Mahindra Bank in Gurugram, Haryana is seeking an experienced Premier Acquisition Manager to acquire and manage HNI relationships for retail loan products. You will focus on building a strong CASA book, selling third-party products, and generating revenue through high-value customer engagement.
The candidate should have strong coordination skills, a customer-centric approach, and prior portfolio management experience to drive long-term engagement in a fast-paced banking environment.
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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.