12 Nov
|
Kotak Mahindra Bank
|
India
12 Nov
Kotak Mahindra Bank
India
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Premier Acquisition Manager (CASA) - Job DescriptionKotak Mahindra BankRole PurposeThe Premier Acquisition Manager (CASA) is responsible for acquiring and managing affluent/HNI customers, growing the branchs CASA portfolio, generating revenue through cross-selling wealth and investment products, and developing long-term customer relationships. Key ResponsibilitiesCustomer AcquisitionAcquire new Premier/HNI customers for Savings and Current Accounts. Build and expand the CASA book through customer acquisition activities. Source customers through referrals, networking, market mapping,
and customer outreach programs. Relationship ManagementDevelop solid relationships with affluent and high-net-worth customers. Understand customer financial needs and provide suitable banking solutions. Ensure superior customer experience and retention. Revenue GenerationDrive liability business growth through CASA acquisition. Cross-sell: Mutual FundsInsurance ProductsFixed DepositsWealth Management ProductsThird-Party Products (TPP) Achieve revenue, acquisition, and portfolio growth targets. Portfolio ManagementManage customer portfolio and wallet share. Increase balances, customer engagement, and product penetration. Compliance & RiskEnsure adherence to KYC, AML, and regulatory norms. Maintain high-quality account sourcing and documentation standards. Required SkillsCASA SalesHNI/Premier Customer AcquisitionWealth Product SalesRelationship ManagementPortfolio ManagementNetworking & Market ProspectingCommunication & Negotiation SkillsBanking Product Knowledge
📌 Premier Acquisition Manager Casa Sales 0412 7876 1102454 Gujarat (India)
🏢 Kotak Mahindra Bank
📍 India