Premier Acquisition Manager_Sales-Sales_Patna
Oracle CorporationMatch Score
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Job Description
Structured overview of role & requirementsAbout This Role
Acquire new High Net-Worth Individuals (HNIs) for retail loan products and banking services, focusing on building CASA book size.
Drive revenue through selling third-party products (insurance, mutual funds) and cross-selling initiatives.
Manage and nurture long-term relationships with existing HNI clients while ensuring compliance with KYC and documentation norms.
Minimum Requirements
Prior experience in portfolio management and acquiring/managing HNI clients.
Strong coordination skills to work with credit, legal, operations, and product teams.
Understanding of KYC norms and customer documentation requirements.
Work Experience Required: Not explicitly mentioned in the JD.
Ideal Candidate Profile
Experienced in high-value customer acquisition and revenue generation through cross-selling in retail banking.
Skilled in maintaining long-term client relationships within the HNI segment.
Capable of coordinating across multiple internal teams ensuring compliance and full customer support.