Premier Acquisition Manager_Sales-Sales_Thane
Oracle CorporationMatch Score
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Job Description
Structured overview of role & requirementsAbout This Role
Acquire and manage relationships with High Net-Worth Individuals (HNIs) for retail loan products and banking services.
Build and grow CASA book by onboarding quality HNI customers and drive revenue through cross-selling third-party products such as insurance and mutual funds.
Coordinate with internal teams and ensure compliance with KYC norms and proper documentation for all customer acquisitions.
Minimum Requirements
Prior experience in portfolio management involving HNI customers.
Strong coordination skills for working with credit, legal, operations, and product teams.
Work Experience Required: Not explicitly mentioned in the JD.
Mandatory compliance with KYC norms and proper customer documentation.
Ideal Candidate Profile
Experienced in acquiring and managing High Net-Worth Individual (HNI) clients in retail banking or financial services.
Skilled in cross-selling third-party retail financial products to generate revenue from high-value clients.
Able to maintain long-term client relationships and leverage existing customer base to generate new business opportunities.