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Premier Acquisition Manager - sales - sales

Acquire and onboard High Net-Worth Individuals for high-value retail loan products.
Kolkāta, West Bengal, India
Mid-Level
2 days ago
Kotak

Kotak

Provides a wide range of banking, investment, and insurance services to retail, corporate, and institutional customers in India.

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 include acquiring new HNI customers for retail loan products and banking services, driving 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.

Location: CENTRE POING BUILDING HEMANTA BASU SARANI, Kolkata, West Bengal, 700001, IN

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Premier Acquisition Manager - sales - sales
Kolkāta, West Bengal, India
Sales
About Kotak
Provides a wide range of banking, investment, and insurance services to retail, corporate, and institutional customers in India.