Premier Acquisition Manager_Sales-Sales_Sangrur
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 customers and drive revenue through cross-selling third-party products like insurance and mutual funds.
Coordinate with internal teams and ensure compliance with KYC and documentation while providing end-to-end customer support.
Minimum Requirements
Experience in acquiring and managing High Net-Worth Individual (HNI) portfolios in retail banking or related financial services.
Knowledge and experience with retail loan products and CASA accounts.
Familiarity with third-party product sales such as insurance and mutual funds.
Work Experience Required: Not explicitly mentioned in the JD.
Ideal Candidate Profile
Proven expertise in portfolio management and developing long-term relationships with HNIs.
Strong coordination skills to liaise with multiple internal teams like credit, legal, and operations.
Customer-centric approach with demonstrated success in revenue generation through cross-selling financial products.
