Premier Acquisition Manager_Sales-Sales_Indore
Oracle CorporationMatch Score
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Job Description
Structured overview of role & requirementsAbout This Role
Acquire and manage High Net-Worth Individual (HNI) customers for retail loan products and banking services.
Build and increase CASA book by onboarding quality HNI customers and cross-sell third-party products like insurance and mutual funds to generate revenue.
Maintain long-term relationships with HNI clients and coordinate with internal teams to ensure compliance, documentation, and customer service.
Minimum Requirements
Prior experience in portfolio management or HNI customer acquisition is required.
Strong coordination skills and understanding of banking retail loan products and third-party product sales.
Knowledge of KYC compliance and documentation standards is necessary.
Work Experience Required: Not explicitly mentioned in the JD.
Ideal Candidate Profile
Experienced in handling HNI portfolios with a focus on acquiring and retaining high-value clients.
Skilled in cross-selling financial products and building a quality CASA customer base.
Able to manage complex coordination with multiple internal departments ensuring compliance and customer satisfaction.