Premier Acquisition Manager_Sales-Sales_Pune
Oracle CorporationMatch Score
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Job Description
Structured overview of role & requirementsAbout This Role
Acquire new High Net-Worth Individual (HNI) customers for retail loan products and banking services.
Grow CASA (Current Account Savings Account) book size by onboarding quality HNI customers and cross-sell third-party products like insurance and mutual funds.
Manage ongoing relationships with HNI clients ensuring compliance, documentation, and coordination with internal credit, legal, operations, and product teams.
Minimum Requirements
Experience in acquiring and managing HNI customer portfolios for retail banking products: Not explicitly quantified in JD.
Knowledge of retail loans, CASA accounts, and third-party product sales (insurance, mutual funds).
Familiarity with KYC norms and compliance for customer acquisition.
Work Experience Required: Not explicitly mentioned in the JD.
Ideal Candidate Profile
Experience in portfolio management and high-value customer engagement in banking or financial services.
Strong coordination ability across multiple internal teams to ensure smooth onboarding and servicing.
Customer-centric approach with demonstrated capability in cross-selling and maintaining long-term client relationships.