Premier Acquisition Manager_Sales-Sales_Thane
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 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 or similar role involving client acquisition and retention.
Prior exposure to retail loan products and CASA account management.
Work Experience Required: Not explicitly mentioned in the JD.
Notice Period: Not explicitly mentioned in the JD.
Ideal Candidate Profile
Experienced in handling HNI client segments with focus on banking and financial products.
Skilled in cross-selling third-party financial products within retail banking.
Strong coordination ability to manage multiple client relationships and internal stakeholders effectively.