Premier Acquisition Manager_Sales-Sales_Karnal
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 targeting high-value customers.
Sell third-party products (TPP) and generate revenue through customer engagement.
Minimum Requirements
Experience in portfolio management and handling HNIs.
Work Experience Required: Prior experience relevant to acquiring and managing HNI portfolios.
Skills in coordination and customer engagement.
Not explicitly mentioned: Formal educational qualifications and notice period.
Ideal Candidate Profile
Experienced in managing high-value customer relationships in retail banking.
Has a track record of growing CASA books and selling third-party financial products.
Practices a customer-centric approach with strong coordination abilities.