Premier Acquisition Manager - CASA_Sales_0412_6002_1095996
Kotak Mahindra Bank Limited
Work from Office
Full Time
Min. 2 yearsJob Description
Premier Acquisition Manager - CASA_Sales_0412_6002_1095996
Premier Acquisition Manager (CASA) - Job Description
Kotak Mahindra Bank
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
Job role
Job requirements
About company
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