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 description provided by Kotak Mahindra Bank.
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