Premier Acquisition Manager_Sales-Sales_Parbhani

Kotak Mahindra Bank Ltd; Parbhani; On-site; INR 1,200,000 - 2,400,000; Full time

Job summary

Kotak Mahindra Bank Ltd is seeking a Premier Acquisition Manager in Maharashtra to acquire and manage relationships with High Net-Worth Individuals for retail loan products and banking services.

You will focus on building a strong CASA book, cross-selling third-party products, and coordinating with credit, legal, operations, and product teams to ensure compliant, end-to-end support and timely updates to clients. The role requires client-centric approach and prior portfolio management experience.

Qualifications

• Experience in acquiring and managing HNI clients for retail loan products.
• Strong ability to build CASA books and onboard customers.
• Proven track record in cross-selling third-party products (TPP).
• Excellent coordination with credit, legal, operations, and product teams.
• 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).
• Build and grow CASA book size by onboarding quality customers.
• Maintain and nurture relationships with existing HNI clients to ensure 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 relationships

Retail lending

Cross-selling

Portfolio management

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.