Premier Acquisition Manager_Sales_0412_5986_1099917
- LocationMadhya Pradesh, India
- Work typeOn-site
- EmploymentFull-time
- Posted27 October 2026
- SourceKotak Mahindra Bank's careers page (Oracle Recruiting)
Live checkFirst seen 7 days ago; still listed on Kotak Mahindra Bank's careers page 1 h ago.
Moves fastWhen Kotak Mahindra Bank takes a role down early, it is usually about 6 days after posting. Apply soon.
About the role
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
Get open roles ranked against your CV
Add your CV once. RoleFinder ranks the open roles where you want to work, plus remote ones, against it, shows your best 12 with a one-line reason each, and emails you new matches once a week. The file is read once by AI and not kept; employers never see it.
Sign in with Google or email to start. How we handle your CV