Premier Acquisition Manager_Sales-Sales_Mohali
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 expand CASA (Current Account Savings Account) portfolio and drive third-party product sales.
Generate revenue by engaging with high-value customers and managing their portfolios.
Minimum Requirements
Experience in portfolio management or similar role involving HNI client handling.
Knowledge or experience with retail loan products and CASA acquisition.
Work Experience Required: Not explicitly mentioned in the JD
Location: Mohali (implied by job title but not explicitly stated)
Ideal Candidate Profile
Demonstrates strong coordination and customer-centric skills essential for managing HNI relationships.
Experience in managing and growing high-value customer portfolios, especially in retail banking.
Capable of driving revenue through effective customer engagement and cross-selling third-party products.