Premier Acquisition Manager_Sales-Sales_Rajasthan

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

Job summary

Kotak Mahindra Bank is seeking an experienced Premier Acquisition Manager in Rajasthan to lead HNI relationships, grow the CASA book, and drive revenue through cross-selling of third-party products. The role requires coordinating with credit, legal, operations, and product teams to ensure compliant onboarding of high-value clients.

The ideal candidate has a customer-centric mindset and prior portfolio-management experience, with a proven track record in acquiring and nurturing high-net-worth

Qualifications

• Proven ability to manage HNI portfolios or high-value client relationships.
• Strong customer-centric approach with revenue generation through cross-selling.
• Experience coordinating with multiple internal teams (credit, legal, ops, product).
• Knowledge of KYC norms and documentation requirements.

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.

Skills

Relationship building

Cross-selling

Portfolio management

KYC & Compliance

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.