Premier Acquisition Manager_Sales-Sales_Jammu

Kotak Mahindra Bank; Jammu district; On-site; INR 600,000 - 900,000; Full time

Job summary

Kotak Mahindra Bank is seeking an Premier Acquisition Manager to build and manage relationships with High Net-Worth Individuals for retail loan products, focusing on growing the CASA book and cross-selling third-party products.

The role requires strong coordination with credit, legal, operations and product teams, a customer-centric approach, and proven experience in portfolio management and compliant KYC/documentation.

Qualifications

• Experience in acquiring and managing HNI clients for retail banking.
• Proven ability to build CASA book and cross-sell third-party products.
• Strong coordination with credit, legal, operations, and product teams.
• Customer-centric approach with focus on documentation and KYC.
• Ability to leverage an existing client base for new opportunities.

Responsibilities

• Acquire new HNI customers for retail loan products and banking services.
• Drive revenue through cross-selling of third-party products.
• Build and grow CASA book size by onboarding quality customers.
• Maintain relationships with existing HNI clients for long-term engagement.
• Coordinate with internal teams including credit, legal, operations, and product.
• Ensure KYC norms and proper documentation for all acquisitions.
• Provide end-to-end support to customers and channel partners.
• Leverage existing customer base to generate new business opportunities.

Skills

HNI relationship management

Retail banking

Cross-selling

Portfolio management

KYC compliance

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.