Premier Acquisition Manager_Sales-Sales_Thane
Oracle CorporationMatch Score
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Job Description
Structured overview of role & requirementsAbout This Role
Acquire and manage High Net-Worth Individual (HNI) clients for retail loan products and banking services.
Build and expand the CASA book by onboarding and retaining quality customers.
Drive revenue through cross-selling third-party products and maintaining long-term client relationships.
Minimum Requirements
Experience in portfolio management or a similar HNI client acquisition role: Not explicitly quantified.
Knowledge of retail loan products and third-party product sales (insurance, mutual funds) required.
Understanding of KYC norms and compliance documentation mandatory.
Work Experience Required: Not explicitly mentioned in the JD
Ideal Candidate Profile
Experienced in managing and growing HNI portfolios with a focus on cross-selling and CASA growth.
Strong coordination ability to liaise with credit, legal, operations, and product teams effectively.
Demonstrates customer-centric approach with end-to-end support and proactive engagement strategies.