Premier Acquisition Manager_Sales-Sales_Bangalore
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.
Drive revenue growth by cross-selling third-party products like insurance and mutual funds to HNI customers.
Build and expand the CASA (Current Account Savings Account) book by onboarding and retaining quality HNI customers.
Minimum Requirements
Experience in acquiring and managing HNI portfolios, including retail loans and banking products.
Knowledge of compliance requirements including KYC and proper documentation.
Skills in effective coordination with credit, legal, operations, and product teams.
Work Experience Required: Prior experience in portfolio management and customer acquisition for HNI segment (exact duration not explicitly mentioned).
Ideal Candidate Profile
Experienced in engaging and sustaining long-term relationships with high-value customers (HNI segment).
Capable of managing cross-functional coordination for seamless customer onboarding and product delivery.
Proven track record in growing CASA book size and generating revenue through cross-selling third-party financial products.