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Premier Acquisition Manager - High Net-Worth Individual (HNI) Client Acquisition and Portfolio Management

salary Not Disclosed
company-logo
job companyKotak Mahindra Bank Limited
job location Sector-25 Panipat, Panipat
job experience2 - 6+ years Experience in Sales / Business Development
1 Opening
full_time Full Time

Job Highlights

qualification
All Education levels
gender
All genders
jobShift
5 days working | Day Shift

Job Description

Premier Acquisition Manager_Sales-Sales_Panipat 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. 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. Experience Level Mid Level

Other Details

  • It is a Full Time Sales / Business Development job for candidates with 2 - 6+ years Experience.

More about this Premier Acquisition Manager - High Net-Worth Individual (HNI) Client Acquisition and Portfolio Management job

  1. What qualifications and experience are required for this Premier Acquisition Manager - High Net-Worth Individual (HNI) Client Acquisition and Portfolio Management position?
    Ans : Candidates should have All Education levels with 2-7 years of experience.
  2. What is the salary and job type for this role?
    Ans : Salary details will be shared during the hiring process.
  3. What shift and timings does this job follow?
    Ans : This Premier Acquisition Manager - High Net-Worth Individual (HNI) Client Acquisition and Portfolio Management job follows a Day shift.
  4. Do you need to visit the office for this job?
    Ans : Yes, candidates need to visit the office and work from the location in Sector-25 Panipat, Panipat.
  5. How many openings are available for this position?
    Ans : There is 1 opening available for this position.
  6. Is this job open for all genders?
    Ans : Yes, this Premier Acquisition Manager - High Net-Worth Individual (HNI) Client Acquisition and Portfolio Management job is open for both male and female candidates.
  7. Where is this job located?
    Ans : This Premier Acquisition Manager - High Net-Worth Individual (HNI) Client Acquisition and Portfolio Management job is located in Sector-25 Panipat, Panipat.
  8. Why should you apply for this Premier Acquisition Manager - High Net-Worth Individual (HNI) Client Acquisition and Portfolio Management job?
    Ans : The employer has not disclosed the salary for this role, but it is a Full Time opportunity with 1 opening available.
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Contact Person

KOTAK MAHINDRA BANK LIMITED
Posted 2 days ago
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