Premier Acquisition Manager_Sales-Sales_Odisha

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

Job summary

Kotak Mahindra Bank Ltd is seeking an experienced Premier Acquisition Manager to lead HNI retail loan acquisitions and build a robust CASA book. The role emphasizes cross-selling TP products, a customer-centric approach, and strong coordination with internal teams to drive revenue.

You will manage relationships with high-value clients, ensure KYC compliance, and provide end-to-end support to customers and channel partners while leveraging the existing client base for growth.

Qualifications

• Strong coordination skills and customer-centric approach.
• Prior experience in portfolio management with HNI clients.
• Ability to build and grow CASA and cross-sell TP products.

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 internal teams including credit, legal, operations, and product.
• Ensure KYC compliance and proper documentation for acquisitions.
• Provide end-to-end support to customers and channel partners, ensuring timely updates.

Skills

HNI relationship

Portfolio management

Cross-selling

KYC/compliance

Coordination

Customer-centric

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.