Premier Acquisition Manager_Sales-Sales_Parbhani
Oracle CorporationMatch Score
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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 book size by onboarding quality customers and cross-selling third-party products like insurance and mutual funds.
Coordinate with internal teams and ensure compliance with KYC and documentation while providing end-to-end support to customers and channel partners.
Minimum Requirements
Experience in acquiring and managing HNI clients and portfolio management.
Knowledge of retail loan products and third-party product sales (insurance, mutual funds).
Ability to coordinate with credit, legal, operations, and product teams.
Work Experience Required: Not explicitly mentioned in the JD
Ideal Candidate Profile
Experienced in high-value customer engagement specifically with HNIs in retail banking environment.
Skilled at growing CASA deposits and cross-selling third-party financial products.
Capable of managing end-to-end customer acquisition processes with strong coordination and compliance focus.