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Premier Acquisition Manager Sales-Sales West Bengal

Kotak Mahindra Bank·Bardhaman, West Bengal

Pay not statedMid levelFull-time

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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.

What you'll do

  • Responsible for acquiring and managing relationships with High Net-Worth Individuals (HNIs) for retail loan products
  • 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

What you need

  • Sales
  • Mutual funds
  • Channel sales
  • Cross-selling
  • Portfolio management
  • Insurance
  • Any graduate

Good to have

  • KYC

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