Premier Acquisition Manager_Sales-Sales_New Delhi

Kotak Mahindra Bank; Dwarka; Vor Ort; INR 1.200.000 - 2.400.000; Vollzeit

Zusammenfassung

Kotak Mahindra Bank is seeking a Premier Acquisition Manager in Delhi 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 customer engagement.

The candidate should have strong coordination skills, a customer-centric approach, and experience in portfolio management to ensure long-term client engagement and compliance with KYC norms.

Qualifikationen

• Experience in handling High Net-Worth Individuals (HNI) clients.
• Strong knowledge of retail banking products and services.
• Proven ability to manage portfolios and meet revenue targets.

Aufgaben

• 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.

Kenntnisse

HNI relationships

Cross-selling

CASA growth

Portfolio management

KYC compliance

Stakeholder coordination

Jobbeschreibung

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.