Job Description

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