Premier Acquisition Manager_Sales-Sales_Gwalior
Kotak Securities LimitedMatch Score
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Job Description
Structured overview of role & requirementsAbout This Role
Acquire and manage relationships with High Net-Worth Individuals (HNIs) for retail loan products.
Build and maintain a strong CASA (Current Account Savings Account) customer portfolio.
Sell third-party products (TPP) and generate revenue through high-value customer engagement.
Minimum Requirements
Experience in portfolio management is required.
Work Experience Required: Not explicitly mentioned in the JD.
Mandatory domain experience in retail loan products acquisition and customer relationship management.
Not explicitly mentioned: specific degree, technical skills, notice period, or location requirements beyond Gwalior.
Ideal Candidate Profile
Experienced in managing HNI customer portfolios and driving CASA growth.
Skilled in cross-selling financial and third-party products to affluent clients.
Demonstrates strong coordination abilities and focuses on customer-centric relationship management.