Premier Acquisition Manager_Sales-Sales_Ratlam

Kotak Mahindra Bank; Ratlam; Vor Ort; INR 900.000 - 1.200.000; Vollzeit

Zusammenfassung

Kotak Mahindra Bank in Ratlam invites applications for a Premier Acquisition Manager to build and manage relationships with High Net-Worth Individuals for retail loan products, CASA growth, and related revenue opportunities.

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

Qualifikationen

• Experience acquiring HNI customers for retail banking
• Strong ability to build CASA books and cross-sell third-party products

Aufgaben

• Acquire new HNI customers for retail loans and banking services.
• Cross-sell third-party products (TPP) like insurance and mutual funds.
• Grow CASA book by onboarding quality customers.
• Nurture relationships with existing HNI clients for long-term engagement.
• Coordinate with internal teams including credit, legal, operations, and product teams.
• Ensure KYC compliance and proper documentation for all customer acquisitions.
• Provide end-to-end support to customers and channel partners.
• Leverage the existing customer base to generate new business.

Jobbeschreibung

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.