Premier Acquisition Manager_Sales-Sales_New Delhi

Kotak Mahindra Bank; India; On-site; INR 1,500,000 - 2,500,000; Full time

Job summary

Kotak Mahindra Bank is seeking an Premier Acquisition Manager to acquire and manage high net-worth relationships for retail banking products. The role focuses on building a strong CASA book, cross-selling third-party products, and generating revenue through high-value customer engagement.

The candidate should excel in coordinating with internal teams, ensuring KYC compliance, and providing end-to-end support to customers and partners to drive long-term engagement and revenue growth.

Qualifications

• Experience acquiring HNI clients for banking products.
• Ability to build and manage a CASA book.
• Strong knowledge of KYC norms and documentation.

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 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.

Skills

HNI client acquisition

Cross-selling

Relationship management

KYC compliance

Cross-functional coordination

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.