Role & responsibilities

- Acquire High Net Worth Individual (HNI) and affluent customers for the bank.
- Source current premium customer relationships through referrals, networking, and market activities.
- Achieve monthly and quarterly acquisition targets for Premium Banking customers.
- Increase Assets Under Management (AUM) and liabilities portfolio.
- Mobilize CASA, Fixed Deposits, and investment business from premium customers.
- Identify customer financial needs and provide customized banking solutions.
- Cross-sell Wealth Management products such as Mutual Funds, Insurance, Bonds, and Investment Services.
- Promote banking products including Credit Cards, Loans, and Digital Banking solutions.
- Build and maintain long-term relationships with affluent customers.
- Conduct customer meetings,



financial reviews, and portfolio discussions.
- Ensure superior customer experience and prompt query resolution.
- Generate business through customer references and relationship expansion.
- Partner with Relationship Managers and Wealth teams to maximize business opportunities.
- Monitor customer portfolios and identify opportunities for additional business.
- Ensure compliance with KYC, AML, and regulatory requirements.

Preferred candidate profile 1-3 years of experience in banking/customer service and Freshers are also welcome if you are interested in Field slae

📌 Walk In Drive For Premium Acquisition Manager CASA Sales (Hyderabad)
🏢 Kotak Mahindra Bank
📍 Hyderabad