Premier Acquisition Manager_Sales-Sales_Rajasthan

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

Job summary

Kotak Mahindra Bank Ltd in Rajasthan seeks a Premier Acquisition Manager to build and manage relationships with High Net-Worth Individuals for retail loan products. You will focus on growing the CASA book, cross-selling third-party products, and delivering high-value customer engagement.

The role requires strong coordination with credit, legal, operations and product teams, adherence to KYC norms, and end-to-end support for customers and channel partners.

Qualifications

• Experience in acquiring HNI clientele for retail banking products.
• Strong coordination with credit, legal, operations and product teams.
• Focus on CASA growth and cross-selling of third-party products (TPP).

Responsibilities

• Acquire new HNI customers for retail banking products.
• Drive revenue through cross-selling of TPP such as insurance and mutual funds.
• 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 customer acquisitions.
• Provide end-to-end support to customers and channel partners.

Skills

HNI relationships

Cross-selling

Relationship management

KYC compliance

Internal 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.