Premier Acquisition Manager_Sales-Sales_Bhopal
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Job Description
Structured overview of role & requirementsAbout This Role
Acquire new High Net-Worth Individual (HNI) customers for retail loan products and banking services.
Drive revenue growth by cross-selling third-party products (insurance, mutual funds, etc.) to HNIs.
Build and grow CASA (Current Account Savings Account) book by onboarding quality customers and maintaining strong client relationships.
Minimum Requirements
Experience in acquiring and managing High Net-Worth Individuals (HNIs) or similar portfolio management experience.
Strong coordination skills across multiple internal teams (credit, legal, operations, product).
Knowledge of KYC norms and compliance in customer acquisition.
Work Experience Required: Not explicitly mentioned in the JD
Ideal Candidate Profile
Proven track record in HNI customer acquisition and relationship management.
Skilled in cross-selling financial products to high-value customers.
Experienced in collaborating with multiple internal departments for seamless customer servicing and compliance.