Premier Acquisition Manager - CASA-RL SALES-Sales

Posted 5 Days Ago
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Surat, Gujarat, IND
In-Office
Junior
Insurance • Payments • Financial Services
The Role
Acquire high-net-worth individual customers, sell third-party products, generate revenue, and grow the CASA customer portfolio. The role requires coordinating across channels, communicating effectively, managing portfolios, and leveraging an existing customer base. Candidates should be graduates or MBAs with more than one to two years of work experience.
Summary Generated by Built In

JOB Role-

 

·       Acquisition of HNI's only.

·       Selling TPP and Generating Revenue.

·       Building CASA book size.

 

Job Requirement-

 

·       Good coordinator with different channels.

·       Excellent communication skills.

·       Should have some knowledge and experience in Portfolio Management.

·       Should have some existing base of customer’s

·       Graduates / MBA

·       Having more than 1-2  year work experience

Skills Required

  • Excellent communication skills
  • Good coordination skills across different channels
  • Knowledge and experience in portfolio management
  • Existing customer base
  • Graduate or MBA qualification
  • More than 1-2 years of work experience
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The Company
74,000 Employees
Year Founded: 1985

What We Do

Kotak Mahindra Group is an Indian financial services conglomerate founded in 1985. Its flagship Kotak Mahindra Bank provides commercial banking and serves individuals and corporate customers through banking, lending, payments, and corporate solutions. Across the wider group, offerings include stock broking, mutual funds, life insurance, and investment banking, addressing diverse personal and corporate financial needs across India.

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