Premier Acquisition Manager_Sales-Sales_Dhar
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) primarily for retail loan products.
Build and maintain a strong CASA (Current Account Savings Account) portfolio.
Sell third-party products and generate revenue through high-value customer engagement.
Minimum Requirements
Prior experience in portfolio management is mandatory.
Work Experience Required: Not explicitly mentioned in the JD.
No specific educational qualifications or certifications explicitly mentioned.
No notice period or location constraints explicitly mentioned.
Ideal Candidate Profile
Experienced in managing relationships with High Net-Worth Individuals in the financial sector.
Skilled in coordination and customer-centric engagement strategies.
Demonstrates ability in growing CASA books and cross-selling third-party financial products.