Premier Acquisition Manager_Sales-Sales_Indore

Kotak Mahindra Bank Ltd; Indore District; On-site; INR 900,000 - 1,500,000; 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. The role emphasizes growing a CASA book, cross-selling third-party products, and driving revenue through high-value engagement.

The candidate should excel in coordination, maintain strong client relationships, and ensure strict compliance with KYC norms across onboarding and documentation processes.

Qualifications

• Experience acquiring HNI customers for retail loan products and banking services.
• Proven ability to cross-sell third-party products (TPP) such as insurance and mutual funds.
• Experience building and growing a CASA book with quality onboarding.
• Strong relationship management with existing HNI clients for long-term engagement.
• Effective coordination with credit, legal, operations and product teams.
• Strong knowledge of KYC norms and proper documentation.

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.

Skills

Coordination skills

Customer focus

Portfolio management

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.