Premier Acquisition Manager_Sales-Sales_Bhubaneswar
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 and banking products.
Build and increase CASA (Current Account Savings Account) book 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 for customer acquisitions.
Minimum Requirements
Prior experience in portfolio management or related sales targeting HNI clients.
Work Experience Required: Not explicitly mentioned in the JD.
Mandatory skills include customer acquisition, cross-selling financial products, and coordination with internal teams.
Knowledge and compliance with KYC norms and proper documentation.
Ideal Candidate Profile
Experienced in managing HNI customer portfolios with strong client relationship skills.
Capable of driving revenue through cross-selling and expanding CASA book size.
Comfortable working cross-functionally with credit, legal, operations, and product teams for end-to-end customer support.