Premier Acquisition Manager_Sales-Sales_Vadodara

Kotak Mahindra Bank Ltd; Vadodara; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

Kotak Mahindra Bank Ltd is seeking a Premier Acquisition Manager to build and manage relationships with High Net-Worth Individuals for retail loan products, with a focus on growing the CASA book and cross-selling third-party products. The role requires strong coordination with multiple internal teams and strict KYC adherence.

The successful candidate will nurture existing HNI relationships, onboard quality customers, and drive revenue through targeted cross-selling while providing comprehensive

Qualifications

• Experience acquiring HNI customers for retail loan products.
• Experience in cross-selling third-party products (TPP) such as insurance or mutual funds.
• Ability to grow CASA book by onboarding quality customers.
• Familiarity with KYC norms and proper documentation.

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

Relationship management

Coordination skills

Customer-centric approach

Portfolio management experience

Cross-selling

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.