JOB DETAILS
Premier Acquisition Manager-RL SALES-Sales
CompanyKotak
LocationLehragaga
Work ModeOn Site
PostedSeptember 13, 2026
About The Company
About Kotak Mahindra Group:
Established in 1985, the Kotak Mahindra Group is one of India’s leading financial services conglomerates. In February 2003, Kotak Mahindra Finance Ltd. (KMFL), the Group’s flagship company, received a banking license from the Reserve Bank of India (RBI). With this, KMFL became the first non-banking finance company in India to become a bank – Kotak Mahindra Bank Limited.
The consolidated balance sheet of Kotak Mahindra Group is over 1 lakh crore and the consolidated net worth of the Group stands at 13,943 crore (approx US$ 2.6 billion) as on September 30, 2012.
The Group offers a wide range of financial services that encompass every sphere of life. From commercial banking, to stock broking, mutual funds, life insurance and investment banking, the Group caters to the diverse financial needs of individuals and the corporate sector. The Group has a wide distribution network through branches and franchisees across India, and international offices in London, New York, California, Dubai, Abu Dhabi, Bahrain, Mauritius and Singapore. For more information, please visit the company’s website at https://www.kotak.bank.in/en/home.html
Note: Our new toll-free number is 18004100.
SEBI registration details - https://www.kotak.bank.in/content/dam/Kotak/others/sebi-registration-details.pdf
About the Role
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.Key Skills
Relationship ManagementRetail BankingSalesPortfolio ManagementCustomer EngagementCross-sellingKYC ComplianceDocumentationFinancial ServicesHigh Net-Worth IndividualsCASA ManagementThird-party ProductsCoordination
Categories
SalesFinance & AccountingManagement & LeadershipCustomer Service & Support
Job Information
📋Core Responsibilities
The Premier Acquisition Manager is responsible for acquiring High Net-Worth Individuals and managing their retail loan and banking product relationships. They must drive revenue through cross-selling third-party products and ensure compliance with KYC and documentation standards.
📋Job Type
full time
📊Experience Level
2-5
💼Company Size
87984
📊Visa Sponsorship
No
💼Language
English
🏢Working Hours
40 hours
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