Premier Acquisition Manager_Sales-Sales_Dehradun
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Job Description
Structured overview of role & requirementsAbout This Role
Acquire and manage relationships with High Net-Worth Individuals (HNIs) focused on retail loan products and banking services.
Build and grow CASA book through onboarding quality customers and drive revenue via 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
Experience in acquiring and managing HNI customers for retail loan products or similar banking services.
Proven ability in cross-selling third-party financial products such as insurance and mutual funds.
Working knowledge of KYC norms and documentation processes for banking products.
Work Experience Required: Not explicitly mentioned in the JD.
Ideal Candidate Profile
Experienced in portfolio management of HNI client segments with focus on revenue generation through high-value customer engagement.
Strong coordination skills with internal stakeholders such as credit, legal, operations, and product teams to deliver seamless service.
Customer-centric approach with ability to nurture and grow CASA book and leverage existing relationships to generate new business.