Premier Acquisition Manager_Sales-Sales_Ujjain

Kotak Mahindra Bank; Ujjain; On-site; INR 700,000 - 1,100,000; Full time

Job summary

Kotak Mahindra Bank seeks a Premier Acquisition Manager to build and manage relationships with High Net-Worth Individuals for retail loans. The role focuses on growing the CASA book, cross-selling third-party products, and driving revenue through high-value customer engagement.

You will coordinate with internal teams, ensure KYC compliance and proper documentation, and provide end-to-end support to customers and channel partners while leveraging the existing client base for new business

Qualifications

• Acquire new HNI customers for retail loan products.
• Grow CASA book with high-quality onboarding.
• Cross-sell third-party products (TPP) to clients.
• Coordinate with internal teams and ensure proper documentation.
• Adhere to KYC norms and provide end-to-end support.

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 credit, legal, operations, and product teams.

Skills

HNI relationships

Portfolio management

Cross-selling

KYC compliance

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.