Premier Acquisition Manager_Sales-Sales_Hoshiarpur
Kotak Securities Limited (company site, opens in a new tab)PunjabOn-siteDirect career pageEst. 6–14 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 manage a strong CASA (Current Account Savings Account) portfolio.
- Sell third-party products and generate revenue through engagement with high-value customers.
Minimum Requirements
- Prior experience in portfolio management is mandatory.
- Work Experience Required: Not explicitly mentioned in the JD.
- Strong coordination skills required.
- Customer-centric approach mandatory.
Ideal Candidate Profile
- Experience with HNI client engagement and high-value portfolio management.
- Ability to coordinate across teams to drive product sales and revenue.
- Focused on developing and growing CASA accounts and third-party product sales.