Premier Acquisition Manager_Sales-Sales_Patna

Kotak Mahindra Bank Ltd; Patna; On-site; INR 1,000,000 - 1,800,000; Full time

Job summary

Kotak Mahindra Bank Ltd is seeking an Premier Acquisition Manager to acquire HNI clients and manage relationships for retail loan products. The role emphasizes building a strong CASA book, cross-selling TP products, and driving revenue through high-value client engagement.

The candidate should demonstrate strong coordination across credit, legal, operations, and product teams, with a customer-centric approach and solid experience in portfolio management to ensure long-term client satisfaction.

Qualifications

• Strong experience acquiring HNI customers for retail banking products.
• Experience in portfolio management and relationship building.
• Knowledge of KYC norms and required 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 with timely updates and resolution.
• Leverage existing customer base to generate new business opportunities.

Skills

HNI acquisition

Portfolio management

Cross-selling

KYC compliance

Coordination with internal teams

Customer-centric approach

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.