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Tier-1 brand, generalist sales title, and broad cross-selling responsibilities increase applicant competition.
Role requires banking HNI, CASA and KYC expertise, making cross-industry transfers difficult.
Requires HNI portfolio and compliance expertise but no explicit years, implying moderate candidate filtering.
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Acquire and manage High Net-Worth Individual (HNI) customers for retail loan products and banking services.
Drive revenue growth by cross-selling third-party products (such as insurance, mutual funds) to HNIs.
Build and expand CASA account book while maintaining and nurturing long-term HNI client relationships.
Experience in acquiring and managing HNI customers, specifically for retail loan products and banking services.
Experience with cross-selling financial products (insurance, mutual funds) to high-value clients.
Knowledge of KYC compliance and documentation processes for customer acquisition.
Work Experience Required: Not explicitly mentioned in the JD.
Strong coordination skills with the ability to work effectively across credit, legal, operations, and product teams.
Experienced in portfolio management with a focus on quality customer onboarding and relationship management.
Customer-centric approach with proven ability to generate revenue through high-value HNI customer engagement.