Premier Acquisition Manager_Sales-Sales_Eluru
Kotak Securities Limited (company site, opens in a new tab)EluruOn-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) focusing on retail loan products.
- Build and grow a strong CASA (Current Account Savings Account) book and sell third-party products (TPP).
- Drive revenue generation through high-value customer engagement and portfolio management.
Minimum Requirements
- Experience in portfolio management or similar role with HNI clients: Not explicitly quantified in years.
- Must have prior exposure to retail loan product sales and CASA account management.
- Required skills include strong coordination and customer management abilities.
- Work Experience Required: Not explicitly mentioned in the JD.
Ideal Candidate Profile
- Experienced in managing and growing relationships with High Net-Worth Individuals in a banking or financial services environment.
- Demonstrates ability to coordinate across teams to enhance customer experience and product sales.
- Proven track record in revenue generation through CASA growth and third-party product sales.