Premier Acquisition Manager_Sales-Sales_Pune
Kotak Securities Limited (company site, opens in a new tab)PuneOn-siteDirect career pageEst. 10–20 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 a strong CASA (Current Account Savings Account) portfolio.
- Sell third-party products and generate revenue through engagement with high-value customers.
Minimum Requirements
- Experience in portfolio management related to HNI clients or retail loans is required.
- Strong coordination and customer-centric skills required.
- Work Experience Required: Not explicitly mentioned in the JD.
- Notice Period: Not explicitly mentioned in the JD.
Ideal Candidate Profile
- Experienced in handling and growing portfolios of High Net-Worth Individuals in banking or financial services.
- Demonstrates ability to coordinate complex client interactions and sales processes.
- Prior experience in selling retail loan products and cross-selling third-party financial products.