Premier Acquisition Manager_Sales-Sales_Bharuch
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) for retail loan products.
Build and grow CASA (Current Account Savings Account) portfolio targeting high-value customers.
Drive revenue generation by selling third-party products and engaging high-value clients.
Minimum Requirements
Experience in portfolio management or related sales roles.
Experience Required: Not explicitly mentioned in the JD.
Educational qualifications: Not explicitly mentioned in the JD.
Notice Period: Not explicitly mentioned in the JD.
Ideal Candidate Profile
Experienced in handling HNI customer relationships with a focus on retail loan products.
Proven ability to coordinate and manage high-value customer portfolios.
Skilled in cross-selling financial products and generating revenue from affluent segments.
