Acquire and manage high-net-worth 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 accurate documentation; support customers and channel partners; and leverage existing relationships to create 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 individual relationships for retail loan products and banking services. Generate revenue through loan sales, CASA growth, and cross-selling insurance and mutual funds. Maintain existing client relationships, coordinate with credit, legal, operations, and product teams, ensure KYC compliance and documentation, and support customers and channel partners through timely resolution and service.
Fintech • Payments • Financial Services
Acquires and manages high-net-worth individual relationships for retail loans and banking services. Drives revenue through cross-selling insurance, mutual funds, and other third-party products; grows the CASA portfolio; maintains existing client relationships; coordinates with credit, legal, operations, and product teams; ensures KYC compliance and documentation; and provides end-to-end customer and channel-partner support.
Fintech • Payments • Financial Services
Acquire and manage high-net-worth individual relationships for retail loans and banking services. Grow CASA deposits, cross-sell insurance and mutual funds, generate revenue, and maintain existing client portfolios. Coordinate with credit, legal, operations, product teams, and channel partners while ensuring KYC compliance, accurate documentation, timely customer support, and new business generation.
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