Premier Acquisition Manager_Sales-Sales_Zirakpur
Kotak Securities Limited (company site, opens in a new tab)PunjabOn-siteDirect career pageEst. 8–16 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 strong CASA (Current Account Savings Account) portfolio.
- Sell third-party products (TPP) and generate revenue via high-value customer engagement.
Minimum Requirements
- Experience in managing portfolios, specifically with High Net-Worth Individuals.
- Skills in customer engagement and coordination are required.
- Work Experience Required: Not explicitly mentioned in the JD.
- Degree requirement: Not explicitly mentioned in the JD.
Ideal Candidate Profile
- Experienced in portfolio management focusing on HNI clients.
- Competent in sales and relationship management tied to retail banking and loan products.
- Skilled in cross-selling third-party financial products within an HNI customer base.