Premier Acquisition Manager_Sales-Sales_Bilaspur
Kotak Securities Limited (company site, opens in a new tab)BilaspurOn-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) focused on retail loan products.
- Build and grow CASA (Current Account Savings Account) portfolio and cross-sell third-party products (TPP).
- Drive revenue generation through engagement with high-value customers.
Minimum Requirements
- Experience in portfolio management relevant to HNI clients.
- Skills in customer coordination and engagement required.
- Work Experience Required: Not explicitly mentioned in the JD.
- Specific degree requirements or location constraints: Not explicitly mentioned in the JD.
Ideal Candidate Profile
- Experienced in managing high net-worth client relationships and retail loan portfolios.
- Strong operational focus on CASA growth and third-party product sales.
- Ability to coordinate effectively with teams and maintain customer-centric approach.