Kotak

Kotak

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Premier acquisition manager_sales_0412_8826_1012414

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Location

onsite, Sivakasi, Tamil Nadu, India

Commitment

Full Time

Level

Junior (<2 years)

Required skills

Relationship ManagementSalesPortfolio ManagementCustomer AcquisitionCross-sellingFinancial ServicesKYC ComplianceDocumentationCustomer EngagementRetail BankingCoordinationCommunication

Job Description

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.

Ready to join the team?

Apply now