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 robust 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.
📌 Premier Acquisition Manager-RL SALES-Sales (Mumbai)
🏢 Kotak
📍 Mumbai