Premier Acquisition Manager_Sales-Sales_Lonavala

Kotak Mahindra Bank Ltd; Lonavala; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

Kotak Mahindra Bank Ltd is seeking an Premier Acquisition Manager to drive the onboarding and engagement of High Net-Worth Individuals for retail banking products in India. The role emphasizes acquiring new HNI clients, growing the CASA book, and cross-selling third-party products while coordinating with internal teams to ensure smooth onboarding and compliant processes.

The ideal candidate will manage relationships with HNI clients, leverage cross-sell opportunities, and provide end-to-end

Qualifications

• 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.

Responsibilities

• Coordinate with 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

HNI acquisition

Cross-selling

Relationship mgmt

KYC compliance

Coordination

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.