Premier Acquisition Manager - CASA-Sales-Sales

Posted 13 Hours Ago
Be an Early Applicant
2 Locations
In-Office or Remote
Entry level
Insurance • Payments • Financial Services
The Role
Acquires and manages high-net-worth individual relationships for retail loan products. Builds the CASA account portfolio, sells third-party products, and generates revenue through high-value customer engagement. Requires strong coordination, a customer-centric approach, and prior portfolio management experience.
Summary Generated by Built In

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.

Skills Required

  • Strong coordination skills
  • Customer-centric approach
  • Prior experience in portfolio management
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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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