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Premier Acquisition Manager - sales - sales
Acquire HNI customers and build CASA while cross-selling third-party financial products
Pune, Mahārāshtra, India
Mid-Level
yesterday
Kotak
Provides a wide range of banking, investment, and insurance services to retail, corporate, and institutional customers in India.
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Premier Acquisition Manager
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.
Responsibilities:
- Acquire 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.
Job Identification: 224756
Job Category: Consumer Bank
Degree Level: Bachelor's Degree
Job Schedule: Full time
Job Shift: Day
Locations: Ground Floor, Shop No. 25, Blue Ridge, Phase 1, Hinjewadi, Pune, Pune, Maharashtra, 411057, IN
About Kotak
Provides a wide range of banking, investment, and insurance services to retail, corporate, and institutional customers in India.