Premier Acquisition Manager_Sales-Sales_Panipat

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

Job summary

Kotak Mahindra Bank Ltd invites an experienced Premier Acquisition Manager to build and manage relationships with High Net-Worth Individuals for retail loans. The role focuses on growing a strong CASA book and coordinating with internal teams to serve premium clients.

You will drive revenue through cross-selling of third-party products, ensure KYC compliance, and provide end-to-end support to customers and channel partners while leveraging an existing HNI client base.

Qualifications

• HNI customers are acquired for retail loan products and banking services.
• Cross-sell of third-party products such as insurance and mutual funds.
• Strong emphasis on CASA book growth and client onboarding.

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 norms and proper documentation for all acquisitions.
• Provide end-to-end support to customers and channel partners with timely updates.

Skills

HNI Acquisitions

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.