Premier Acquisition Manager_Sales-Sales_Patna

Kotak Mahindra Bank; Samastipur; On-site; INR 800,000 - 1,200,000; Full time

Job summary

Kotak Mahindra Bank is seeking a Premier Acquisition Manager to build and manage relationships with HNIs for retail loans and related services. The role emphasizes growing the CASA book, cross-selling third-party products, and delivering high-value engagement while coordinating with internal teams for seamless onboarding.

The candidate should excel at customer-centric initiatives, ensure strict KYC compliance, and leverage the existing client base to drive revenue and long-term partnerships.

Qualifications

• Experience in managing high net-worth clients and banking products.
• Ability to coordinate across multiple internal teams and ensure KYC compliance.

Responsibilities

• Acquire new HNI customers for retail loans and banking services.
• Drive revenue through cross-selling of TP products such as insurance and mutual funds.
• Build and grow CASA book size by onboarding quality customers.
• Maintain and nurture relationships with existing HNI clients.
• Coordinate with credit, legal, operations, and product teams.
• Ensure KYC compliance and proper documentation for acquisitions.
• Provide end-to-end support to customers and channel partners.
• Leverage existing customer base to generate new business opportunities.

Skills

HNI relations

Cross-selling

Portfolio management

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.