Premier Acquisition Manager - High Net-Worth Individual Sales

Kotak Securities Limited; Ahmedabad District; Presencial; INR 900.000 - 1.300.000; Jornada completa

Descripción de la vacante

Kotak Securities Limited in Ahmedabad seeks a Premier Acquisition Manager_Sales-Sales_Ahmedabad to acquire and manage relationships with High Net-Worth Individuals for retail loan products, focusing on building a CASA book, selling third-party products, and generating revenue through high-value customer engagement.

The candidate should demonstrate strong coordination skills, a customer-centric approach, and prior experience in portfolio management to drive business growth.

Formación

• Experience in managing HNI portfolios.
• Strong coordination and client relationship skills.
• Familiarity with retail loan products and CASA.

Responsabilidades

• Acquire and manage HNI relationships for retail loans.
• Build CASA book and cross-sell TP products.
• Drive revenue through high-value customer engagement.
• Coordinate with internal teams to service portfolios.

Conocimientos

Relationship building

Customer-centric

Portfolio management

Sales strategy

Coordination

Descripción del empleo

Premier Acquisition Manager_Sales-Sales_Ahmedabad

The Premier Acquisition Manager is responsible for acquiring and managing relationships with High Net-Worth Individuals (HNIs) for retail loan products.

The role focuses on building a strong CASA (Current Account Savings Account) book, selling third-party products (TPP), and generating revenue through high-value customer engagement.

The candidate should possess strong coordination skills, a customer-centric approach, and prior experience in portfolio management.