Premier Acquisition Manager_Sales-Sales_Jagadhri

Kotak Mahindra Bank; Yamunanagar; On-site; INR 600,000 - 1,000,000; Full time

Job summary

Kotak Mahindra Bank is hiring a Premier Acquisition Manager in Haryana to acquire and manage HNI relationships for retail loan products. The role emphasizes building a strong CASA book, cross-selling third-party products, and driving revenue through high-value client engagement.

Ideal candidates will have experience in portfolio management, customer-centric approaches, and coordination with internal teams to ensure KYC/compliance and timely service delivery.

Qualifications

• Experience in acquiring high net-worth individuals (HNIs) for banking/retail loan products.
• Strong ability to build and manage relationships with HNI clients.
• Proven track record in portfolio management and revenue generation through cross-selling.

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

HNI acquisition

Cross-selling

Portfolio management

Customer-centric

Coordination

Job description

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.