Premier Acquisition Manager_Sales-Sales_Roorkee
Kotak Securities Limited (company site, opens in a new tab)RoorkeeOn-siteDirect career pageEst. 6–12 LPA
Posted on 28 Sept
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Job description
Structured overview of role & requirements
About This Role
- Acquire and manage relationships with High Net-Worth Individuals (HNIs) for retail loan products.
- Build and grow a CASA (Current Account Savings Account) customer base.
- Sell third-party products (TPP) and generate revenue through engagement with high-value customers.
Minimum Requirements
- Experience in portfolio management or similar role.
- Not explicitly mentioned in the JD: specific work experience duration.
- Not explicitly mentioned in the JD: educational qualifications.
- Not explicitly mentioned in the JD: notice period or location constraints.
Ideal Candidate Profile
- Experienced in managing and acquiring HNI customer relationships.
- Strong coordination skills and customer-centric approach.
- Proven ability to build CASA book and cross-sell third-party financial products.