Premier Acquisition Manager_Sales-Sales_Sonipat
Kotak Securities Limited (company site, opens in a new tab)SonipatOn-siteDirect career pageEst. 8–14 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) focused on retail loan products.
- Build and grow the CASA (Current Account Savings Account) portfolio targeting high-value customers.
- Sell third-party products (TPP) and generate revenue through engagement with high net worth clients.
Minimum Requirements
- Experience in portfolio management or related sales roles involving HNIs.
- Work Experience Required: Not explicitly mentioned in the JD.
- Skills in customer relationship management and coordination.
- Must have experience with retail loan products and CASA account acquisition.
Ideal Candidate Profile
- Experienced in managing and growing portfolios with High Net-Worth Individuals.
- Strong coordination skills with a focus on customer-centric sales approaches.
- Proven track record in cross-selling financial products and generating revenue from high-value customer segments.