Acquire and manage high-net-worth individual customers for retail loans and banking services. Grow CASA deposits, cross-sell insurance and mutual funds, generate revenue, and maintain long-term client relationships. Coordinate with credit, legal, operations, and product teams, ensure KYC compliance and documentation, support customers and channel partners, and leverage existing client 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
Similar Jobs
Fintech • Payments • Financial Services
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.
Top Skills:
Kyc
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.
What you need to know about the Mumbai Tech Scene
From haggling for the best price at Chor Bazaar to the bustle of Crawford Market, the energy of Mumbai's traditional markets is a key part of the city's charm. And while these markets will always have their place, the city also boasts a thriving e-commerce scene, ranking among the largest in the region. Driven by online sales in everything from snacks to licensed sports merchandise to children's apparel, the local industry is worth billions, with companies actively recruiting to meet the demands of continued growth.
