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Premier Acquisition Manager_Sales-Sales_Pune

Kotak Mahindra Bank•Pune, Maharashtra
Full-time3-7
👁️ 0 views•📝 0 applications•Posted 10/18/2026•Expires 11/17/2026
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Job Description

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.

Required Skills

portfolio managementKYC compliancecustomer relationship managementcross-sellingretail bankingCASA managementinsurancemutual funds

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