Premier Acquisition Manager_Sales-Sales_Latur
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 and sell third-party products (TPP).
Generate revenue by engaging high-value customers and managing their portfolios.
Minimum Requirements
Experience in portfolio management or related field: Not explicitly mentioned in detail, but prior experience required.
Domain expertise with High Net-Worth Individuals and retail loan products: Not explicitly detailed but implied.
Technical skills for sales and coordination: Not explicitly mentioned.
Work Experience Required: Not explicitly mentioned in the JD.
Ideal Candidate Profile
Experienced in managing and growing portfolios of High Net-Worth Individual clients.
Strong coordination skills and customer-centric orientation for high-value client engagement.
Able to drive revenue through multiple product lines including CASA and third-party products.