Acquire high-net-worth individual customers, sell third-party products, generate revenue, grow CASA deposits, conduct promotional events, generate leads, and cross-sell mutual funds, gold, insurance, and asset products. The role requires coordination across channels, strong communication, portfolio management knowledge, and an existing customer base.
Job Name : Premier Acquisition Manager
Grade : M2 (Deputy Manager)
JOB ROLE :
· Acquisition of HNI's only.
· Selling TPP and Generating Revenue.
· Building CASA book size.
· Conducts regular promotional and customer events to generate leads
· Cross selling of MF, Gold, Insurance and asset products.
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
· Having more than 1-2 year work experience
Kotak Mahindra Bank Mumbai, Maharashtra, IND Office
Mumbai, India
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