Acquire and manage high-net-worth individual customers for retail loans and banking services. The role involves growing CASA deposits, cross-selling insurance and mutual funds, nurturing HNI relationships, coordinating with internal teams, ensuring KYC and documentation compliance, supporting customers and channel partners, and generating new business from existing client 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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Acquire and manage high-net-worth individual customers for retail loans and banking services. Drive revenue through loan sales, CASA growth, and cross-selling insurance and mutual funds. Maintain HNI relationships, generate business from existing customers, coordinate with credit, legal, operations, and product teams, and ensure KYC compliance, documentation, timely updates, and customer support.
Fintech • Payments • Financial Services
Acquire and manage high-net-worth customers for retail loan and banking products. Build CASA deposits, cross-sell insurance and mutual funds, maintain HNI relationships, and generate revenue through customer engagement. Coordinate with credit, legal, operations, and product teams; ensure KYC compliance and accurate documentation. Provide end-to-end support to customers and channel partners while leveraging existing relationships to identify new business opportunities.
Fintech • Payments • Financial Services
Acquire and manage high-net-worth customers for retail loans and banking services. Build CASA deposits, cross-sell insurance and mutual funds, generate revenue, and nurture client relationships. Coordinate with credit, legal, operations, product teams, and channel partners. Ensure KYC compliance, accurate documentation, timely customer support, and ongoing business development through existing customer networks.
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