Premier Acquisition Manager_Sales-Sales_Nashik

Kotak Mahindra Bank Ltd; Nashik District; On-site; INR 900,000 - 1,300,000; Full time

Job summary

Kotak Mahindra Bank Ltd in Nashik seeks a Premier Acquisition Manager to lead HNI relationships for retail loans, focus on CASA book growth, and cross-sell third-party products. You will deliver high-value service and coordinate with multiple internal teams to ensure seamless onboarding.

The role requires strong collaboration, strict KYC adherence, and proactive engagement with channel partners to drive revenue and long-term client partnerships.

Qualifications

• Experience acquiring HNI clients for retail banking.
• Strong CASA and high-value deposit book mindset.
• Proven cross-selling of third-party products (TPP).

Responsibilities

• Acquire new HNI customers for retail loan products and banking services.
• Drive revenue through cross-selling of third-party products (TPP).
• Build and grow CASA book size by onboarding quality customers.
• Maintain and nurture relationships with existing HNI clients for long-term engagement.
• Coordinate with credit, legal, operations and product teams.
• Ensure KYC compliance and proper documentation for all acquisitions.
• Provide end-to-end support to customers and channel partners with timely updates.

Skills

HNI client acquisition

Cross-selling

Relationship management

Coordination skills

Customer-centric approach

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.