Premier Acquisition Manager_Sales-Sales_Ludhiana
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Job Description
Structured overview of role & requirementsAbout This Role
Acquire and manage relationships with High Net-Worth Individuals for retail loan products and banking services.
Build and expand CASA book by onboarding quality customers and drive revenue via cross-selling third-party products like insurance and mutual funds.
Coordinate with internal teams to ensure compliance, support, and timely resolution throughout the customer acquisition and engagement process.
Minimum Requirements
Experience in acquiring and managing HNI customer portfolios, specifically for retail loan products and banking services.
Familiarity with compliance processes including KYC norms and documentation.
Strong coordination ability with various internal teams (credit, legal, operations, product).
Work Experience Required: Not explicitly mentioned in the JD
Ideal Candidate Profile
Candidate with prior experience and success in managing HNI portfolios and retail loan product acquisition.
Operates with a strong customer-centric approach and can handle end-to-end customer engagement.
Skilled at cross-selling and revenue generation through multiple financial products within a banking environment.