Premier Acquisition Manager_Sales-Sales_Rajkot
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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 (Current Account Savings Account) book by onboarding quality customers and cross-sell third-party products (insurance, mutual funds, etc.) to drive revenue.
Coordinate with internal teams (credit, legal, operations, product) ensuring compliance with KYC and documentation while providing end-to-end support to customers and channel partners.
Minimum Requirements
Experience in acquiring and managing HNI customers for retail loan products or related banking services.
Knowledge of CASA products and third-party product sales (insurance, mutual funds, etc.).
Understanding of compliance requirements including KYC and documentation processes.
Work Experience Required: Not explicitly mentioned in the JD.
Ideal Candidate Profile
Demonstrated ability to manage and grow a CASA book with high-value customers (HNIs).
Skilled in cross-selling third-party products to enhance revenue streams in retail banking.
Experienced in coordinating with multiple internal teams for seamless service delivery and compliance adherence.