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

Premier Acquisition Manager - CASA_Sales_0412_6002_1095996