Premier Acquisition Manager_Sales-Sales_Tirupati

Kotak Mahindra Bank; Tirupati; On-site; INR 900,000 - 1,300,000; Full time

Job summary

Kotak Mahindra Bank in India is seeking a Premier Acquisition Manager to build and manage relationships with High Net-Worth Individuals for retail loans. The role emphasizes growing a strong CASA book, cross-selling third-party products, and driving revenue through high-value engagement.

The ideal candidate will have strong coordination skills, a customer-centric approach, and prior experience in portfolio management to sustain long-term client relationships and compliant onboarding.

Qualifications

• Experience in managing portfolios and high-net-worth client relationships.
• Strong coordination and stakeholder-management abilities.
• Customer-centric approach and solution-focused mindset.

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 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 teams.
• Ensure KYC compliance and proper documentation for all acquisitions.
• Provide end-to-end support to customers and channel partners, ensuring timely updates and resolution.
• Leverage the existing customer base to generate new business opportunities.

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.