Premier Acquisition Manager_Sales_0412_5986_1099917

Kotak Mahindra Bank · Madhya Pradesh

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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

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