Premier Acquisition Manager_Sales-Sales_Navsari
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 maintain a strong Current Account Savings Account (CASA) book.
Sell third-party products (TPP) and generate revenue through high-value customer engagement.
Minimum Requirements
Experience in portfolio management or similar role with HNIs.
Work Experience Required: Not explicitly mentioned in the JD.
Not explicitly mentioned: educational qualifications, specific technical skills, or notice period.
Location or onsite requirements: Not explicitly mentioned in the JD.
Ideal Candidate Profile
Experience managing and growing portfolios of High Net-Worth Individuals (HNIs).
Strong coordination skills with a customer-centric approach.
Proven track record in selling third-party financial products and building CASA relationships.