Premier Acquisition Manager_Sales-Sales_Satna

Kotak Mahindra Bank Ltd; Satna; On-site; INR 1,500,000 - 2,100,000; Full time

Job summary

Kotak Mahindra Bank Ltd seeks an Premier Acquisition Manager to acquire and manage relationships with HNIs for retail loan products and banking services. The role focuses on building a strong CASA book, cross-selling TP products, and generating revenue through high-value customer engagement.

The ideal candidate will have strong coordination skills, a customer-centric approach, and prior experience in portfolio management to support end-to-end customer and partner service.

Qualifications

• Experience in acquiring HNI customers for retail loan products.
• Strong coordination with internal teams including credit, legal, operations and product.
• Knowledge of KYC norms and proper documentation.
• End-to-end support to customers and channel partners.

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

HNI client acquisition

Relationship management

Cross-selling

Portfolio management

Coordination skills

Customer-centric approach

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.