Premier Acquisition Manager - Casa-sales-sales

Kotak

Lucknow, Uttar Pradesh, India
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Casa book management
Third-party product sales
Customer relationship management
** The Premier Acquisition Manager position at Kotak involves acquiring and managing relationships with High Net-Worth Individuals (HNIs) for retail loan products, focusing on building a robust CASA book and driving revenue through high-value customer interactions. Candidates should have experience in portfolio management, strong coordination skills, and a customer-centric approach. **

Job Summary

  • 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.

Matching Summary

Match Score: 75

** The Premier Acquisition Manager position at Kotak involves acquiring and managing relationships with High Net-Worth Individuals (HNIs) for retail loan products, focusing on building a robust CASA book and driving revenue through high-value customer interactions. Candidates should have experience in portfolio management, strong coordination skills, and a customer-centric approach. **

Skills & Requirements

Must-have

  • CASA book management
  • third-party product sales
  • customer relationship management

Nice-to-have

  • portfolio management experience
  • strong coordination skills
  • customer-centric approach

Key Requirements

  • prior experience in portfolio management

Work Rights

Not specified

Tailored Resume

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