Premier Acquisition Manager_Sales-Sales_Navi Mumbai
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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 selling third-party products (insurance, mutual funds).
Coordinate with internal teams and ensure compliance with KYC norms and documentation for customer acquisition.
Minimum Requirements
Experience in acquiring and managing High Net-Worth Individual (HNI) portfolios.
Knowledge of retail loan products and third-party product sales (insurance, mutual funds).
Mandatory compliance knowledge including KYC norms and documentation.
Work Experience Required: Not explicitly mentioned in the JD.
Ideal Candidate Profile
Experienced in portfolio management specifically for HNI retail banking customers.
Capable of coordinating across multiple internal teams like credit, legal, and operations.
Strong focus on revenue generation through cross-selling and long-term relationship management with high-value customers.