Premier Acquisition Manager_Sales-Sales_Surat

Kotak Mahindra Bank; Paud; Sur place; INR 900 000 - 1 800 000; Plein temps

Résumé du poste

Kotak Mahindra Bank is looking for a Premier Acquisition Manager to develop and manage relationships with High Net-Worth Individuals for retail banking products. The role emphasizes growing a robust CASA book, cross-selling third-party products, and delivering end-to-end client support and channel partner coordination.

The ideal candidate will have strong collaboration skills, a customer-centric approach, and experience in portfolio management to drive revenue through high-value engagement while

Qualifications

• Experience acquiring HNI customers for retail banking.
• Ability to coordinate with credit, legal, operations and product teams.
• Knowledge of KYC norms and documentation.
• Focus on growing CASA book with quality customers.

Responsabilités

• Acquire new HNI customers for retail loan products and banking services.
• Drive revenue through cross-selling of third-party products (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 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.

Connaissances

HNI relationship management

Cross-selling

Customer-centric approach

Description du poste

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.