Premier Acquisition Manager_Sales-Sales_Himachal Pradesh
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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 (Current Account Savings Account) book size by onboarding quality customers and cross-selling third-party products (insurance, mutual funds, etc.).
Coordinate internally with credit, legal, operations, and product teams while ensuring KYC compliance and documentation for customer acquisitions.
Minimum Requirements
Experience in portfolio management or related sales roles targeting HNIs.
Knowledge of retail loan products and banking services relevant to HNIs.
Compliance with KYC norms and documentation processes is mandatory.
Work Experience Required: Not explicitly mentioned in the JD
Ideal Candidate Profile
Proven ability to acquire and retain HNI clients with a focus on retail loan products and CASA growth.
Experienced in cross-selling financial products like insurance and mutual funds to high-value customers.
Effective at coordinating across multiple internal teams and managing compliance processes for customer onboarding.