Premier Acquisition Manager_Sales-Sales_Ahmedabad
Kotak Securities Limited (company site, opens in a new tab)AhmedabadOn-siteDirect career pageEst. 10–18 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.
- Drive revenue by selling third-party products and engaging high-value customers.
Minimum Requirements
- Experience in portfolio management related to HNI or retail loan products.
- Mandatory skills: customer relationship management, CASA portfolio handling.
- Work Experience Required: Not explicitly mentioned in the JD.
- Location: Ahmedabad (implied by job title, but not explicitly stated as a requirement).
Ideal Candidate Profile
- Experienced in managing financial portfolios for High Net-Worth Individuals.
- Skilled in building and maintaining CASA books and selling third-party financial products.
- Operates with strong coordination and customer-centric focus in high-value sales environments.