Premier Acquisition Manager_Sales-Sales_Secunderabad

Kotak Mahindra Bank Ltd; Paschim Bardhaman; On-site; INR 1,000,000 - 2,000,000; Full time

Job summary

Kotak Mahindra Bank Ltd in India seeks an Acquisition Manager to build relationships with High Net-Worth Individuals for retail banking products. You will acquire new HNI clients, grow the CASA book, and cross-sell third-party products while coordinating with internal teams.

The role requires a customer-centric approach, strong portfolio management experience, and rigorous KYC/documentation adherence to regulations.

Qualifications

• Experience acquiring High Net-Worth Individuals for retail banking products.
• Strong coordination across departments (credit, legal, operations, product).
• Proven ability in portfolio management and relationship building.

Responsibilities

• Acquire new HNI customers for retail loan products and banking services.
• Drive revenue through cross-selling of third-party products such as insurance and mutual funds.
• Build CASA book 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 teams.
• Ensure 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 banking experience

Portfolio management

Cross-selling

Customer-centric approach

Coordination skills

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.