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Tier-1 brand, common sales manager title, unspecified experience increases applicant density.
Role requires banking HNI portfolio management and KYC expertise, reducing cross-industry transferability.
Requires HNI portfolio and cross-selling experience but no explicit years, so moderate filtering.
Acquire and manage relationships with High Net-Worth Individuals (HNIs) for retail loan products and banking services.
Drive revenue growth by cross-selling third-party products like insurance and mutual funds and expanding the CASA book through onboarding quality customers.
Coordinate with internal teams to ensure compliance with KYC norms and provide end-to-end support to customers and channel partners.
Experience in acquiring and managing HNI or similar high-value customer portfolios.
Familiarity with retail loan products, CASA accounts, and third-party product sales (insurance, mutual funds).
Knowledge of KYC norms and regulatory compliance related to customer acquisition.
Work Experience Required: Not explicitly mentioned in the JD.
Demonstrated ability in managing and growing HNI customer portfolios with a focus on retail lending and banking products.
Strong coordination skills to work with credit, legal, operations, and product teams seamlessly.
Experienced in end-to-end portfolio management with a customer-centric approach and proven revenue generation via cross-selling.