Premier Customer Acquisition Manager - CASA

Premier Acquisition Manager - CASA_Sales_0412_6002_1095996 Premier Acquisition Manager (CASA) - Job Description Kotak Mahindra Bank Role Purpose The Premier Acquisition Manager (CASA) is responsible for acquiring and managing affluent/HNI customers, growing the branch's CASA portfolio, generating revenue through cross-selling wealth and investment products, and developing long-term customer relationships. Key Responsibilities Customer Acquisition Acquire 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 Management Develop strong relationships with affluent and high-net-worth customers. Understand customer financial needs and provide suitable banking solutions. Ensure superior customer experience and retention. Revenue Generation Drive liability business growth through CASA acquisition. Cross-sell: Mutual Funds Insurance Products Fixed Deposits Wealth Management Products Third-Party Products (TPP) Achieve revenue, acquisition, and portfolio growth targets. Portfolio Management Manage customer portfolio and wallet share. Increase balances, customer engagement, and product penetration. Compliance & Risk Ensure adherence to KYC, AML, and regulatory norms. Maintain high-quality account sourcing and documentation standards. Required Skills CASA Sales HNI/Premier Customer Acquisition Wealth Product Sales Relationship Management Portfolio Management Networking & Market Prospecting Communication & Negotiation Skills Banking Product Knowledge Experience Level Mid Level