Premier Acquisition Manager - CASA-RL SALES-Sales

Sorry, this job was removed at 08:42 a.m. (UTC) on Friday, Oct 30, 2026
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Surat, Gujarat, IND
In-Office
Junior
Fintech • Payments • Financial Services
The Role
Acquire high-net-worth individual customers, sell third-party products, generate revenue, grow the CASA customer portfolio, coordinate across channels, and manage customer relationships. Requires strong communication, an existing customer base, portfolio management knowledge, and a graduate or MBA qualification.
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

  • More than 1–2 years of work experience
  • Experience or knowledge in portfolio management
  • Existing customer base
  • Strong communication skills
  • Ability to coordinate with different channels
  • Graduate or MBA qualification

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The Company
HQ: Mumbai
74,097 Employees
Year Founded: 1985

What We Do

About Kotak Mahindra Group: Established in 1985, the Kotak Mahindra Group is one of India’s leading financial services conglomerates. In February 2003, Kotak Mahindra Finance Ltd. (KMFL), the Group’s flagship company, received a banking license from the Reserve Bank of India (RBI). With this, KMFL became the first non-banking finance company in India to become a bank – Kotak Mahindra Bank Limited. The consolidated balance sheet of Kotak Mahindra Group is over 1 lakh crore and the consolidated net worth of the Group stands at 13,943 crore (approx US$ 2.6 billion) as on September 30, 2012. The Group offers a wide range of financial services that encompass every sphere of life. From commercial banking, to stock broking, mutual funds, life insurance and investment banking, the Group caters to the diverse financial needs of individuals and the corporate sector. The Group has a wide distribution network through branches and franchisees across India, and international offices in London, New York, California, Dubai, Abu Dhabi, Bahrain, Mauritius and Singapore. For more information, please visit the company’s website at http://www.kotak.com

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