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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) 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.