Premier Acquisition Manager_Sales-Sales_Sampatchak

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

Job summary

Kotak Mahindra Bank in India is seeking an Premier Acquisition Manager to acquire and manage relationships with High Net-Worth Individuals for retail loan products, focusing on building a CASA book and cross-selling third-party products. The role requires strong coordination with internal teams, adherence to KYC norms, and a customer-centric approach to generate revenue through high-value engagements.

You will leverage an existing client base to create new business opportunities and ensure

Qualifications

• Experience in acquiring HNI clients for banking products.
• Proven ability to build and grow CASA and cross-sell TPP.
• Strong coordination with internal teams and adherence to KYC.

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 management

Cross-selling

Customer-centric approach

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.