Premier Acquisition Manager_Sales-Sales_Tamil Nadu
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 a CASA (Current Account Savings Account) portfolio through active engagement.
Sell third-party products (TPP) and generate revenue from high-value customers.
Minimum Requirements
Experience in portfolio management: Prior experience required.
Work Experience Required: Not explicitly mentioned in the JD.
Location Requirement: Tamil Nadu (implied by the job title).
Mandatory Skills: Customer acquisition and relationship management with HNIs.
Ideal Candidate Profile
Experienced in handling HNI client relationships and retail lending products.
Capable of building and expanding CASA portfolios and cross-selling third-party products.
Strong coordination skills to manage high-value customer engagements effectively.