Acquire and manage high-net-worth customers for retail loan products and banking services. Responsibilities include growing CASA accounts, cross-selling insurance and mutual funds, maintaining client relationships, coordinating with internal teams, ensuring KYC compliance and documentation, supporting customers and channel partners, and generating new business through existing customer networks.
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.
ResponsibilitiesAcquire 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.
Kotak Mahindra Bank Mumbai, Maharashtra, IND Office
Mumbai, India
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