Acquire and manage high-net-worth customers for retail loans and banking services. Grow CASA deposits, cross-sell insurance and mutual funds, maintain HNI relationships, and generate revenue. Coordinate with credit, legal, operations, and product teams; ensure KYC compliance and accurate documentation; support customers and channel partners; and leverage existing relationships to identify new business opportunities.
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 customers for retail loans and banking services. Grow CASA account balances, cross-sell insurance and mutual funds, maintain HNI relationships, coordinate with internal teams, ensure KYC compliance, support customers and channel partners, and generate new business from existing clients.
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Fintech • Payments • Financial Services
Acquire and manage high-net-worth customers for retail loans and banking services. Build CASA balances, cross-sell insurance and mutual funds, maintain HNI relationships, coordinate with internal teams and channel partners, ensure KYC compliance, support customer onboarding, and generate new business from existing clients.
Fintech • Payments • Financial Services
Acquire and manage high-net-worth customers for retail loans and banking services. Drive revenue through cross-selling insurance, mutual funds, and other third-party products; build CASA deposits; nurture HNI relationships; coordinate with credit, legal, operations, and product teams; ensure KYC compliance and complete documentation; support customers and channel partners; and generate new business from existing customer relationships.
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