Premier Acquisition Manager_Sales-Sales_Karnal

Kotak Mahindra Bank Ltd; Karnal; On-site; INR 1,200,000 - 2,400,000; Full time

Job summary

Kotak Mahindra Bank Ltd invites an accomplished Acquisition Manager to lead HNI client acquisition for retail loan products and banking services. You will focus on building a robust CASA book, coordinating with credit, legal, and operations teams to ensure smooth onboarding and documentation.

The role emphasizes customer-centric engagement and end-to-end support for customers and partners. The ideal candidate has experience in wealth-focused banking, cross-selling third-party products, and

Qualifications

• Experience in acquiring HNI clients for banking/retail loans.
• Proven ability to drive revenue through cross-selling of third-party products (TPP).
• Strong focus on building CASA book and long-term client engagement.

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 for long-term engagement.
• Coordinate with internal teams including credit, legal, operations, and product teams.
• Ensure compliance with KYC norms and proper documentation for all 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

Customer relations

Cross-selling

Portfolio management

Coordination

KYC knowledge

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.