Premier Acquisition Manager_Sales-Sales_Ridmalsar Purohitan
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) for retail loan products.
Build and grow CASA (Current Account Savings Account) portfolio.
Sell third-party products (TPP) and generate revenue from high-value customer engagement.
Minimum Requirements
Experience in portfolio management or similar role involving HNI client acquisition.
Work Experience Required: Not explicitly mentioned in the JD
Strong coordination skills and customer-centric approach are necessary but not quantified.
No strict degree or location requirements mentioned.
Ideal Candidate Profile
Experienced in managing HNI portfolios with proven sales track record in retail loan products.
Ability to build and maintain CASA and cross-sell third-party products effectively.
Comfortable operating in sales-driven, high-value client engagement environments.