Premier Acquisition Manager_Sales-Sales_West Bengal
Kotak Securities Limited (company site, opens in a new tab)West BengalOn-siteDirect career pageEst. 10–20 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 for retail loan products.
- Build and grow a strong CASA (Current Account Savings Account) portfolio.
- Sell third-party products and generate revenue through engagement with high-value customers.
Minimum Requirements
- Experience in portfolio management or related sales roles involving HNIs.
- Knowledge of retail loan products and CASA offerings.
- Work Experience Required: Not explicitly mentioned in the JD.
- Notice Period: Not explicitly mentioned in the JD.
Ideal Candidate Profile
- Experienced in managing and growing HNI customer portfolios.
- Skilled in coordinating across teams to support complex product sales.
- Demonstrates a focus on revenue generation from high-value client engagement.