Premier Acquisition Manager_Sales-Sales_Lonavala
Kotak Securities Limited (company site, opens in a new tab)MaharashtraOn-siteDirect career pageEst. 12–22 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 drive revenue from high-value customer engagement.
Minimum Requirements
- Experience Required: Prior experience in portfolio management.
- Domain Requirement: Experience in managing HNI customer relationships for retail loan products.
- Location: Lonavala (implied from job title).
- Must have coordination skills and a customer-centric approach (implied as material for success).
Ideal Candidate Profile
- Experienced in managing HNI portfolios with demonstrated success in CASA book building.
- Skilled in cross-selling third-party financial products to high net-worth clients.
- Capable of handling high-value customer relationships with strong coordination and client management skills.