Premier Acquisition Manager_Sales-Sales_Bhopal
Kotak Securities Limited (company site, opens in a new tab)BhopalOn-siteDirect career pageEst. 6–12 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 for retail loan products.
- Build and grow CASA (Current Account Savings Account) portfolio.
- Sell third-party products and generate revenue through high-value customer engagement.
Minimum Requirements
- Experience in portfolio management or similar role.
- Knowledge of retail loan products and CASA accounts.
- Work Experience Required: Prior relevant experience implied but not explicitly quantified.
- Notice Period: Not explicitly mentioned in the JD.
Ideal Candidate Profile
- Experienced in handling High Net-Worth Individual customer relationships and sales.
- Skilled in cross-selling financial products including third-party offerings.
- Capable of coordinating multiple stakeholders and managing customer portfolios effectively.