Premier Acquisition Manager_Sales-Sales_Faridabad
Oracle CorporationMatch Score
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Job Description
Structured overview of role & requirementsAbout This Role
Acquire and manage relationships with High Net Worth Individual (HNI) customers for retail loan products and banking services.
Build and grow the CASA (Current Account Savings Account) book by onboarding quality HNI customers and cross-selling third-party products like insurance and mutual funds.
Coordinate with internal teams to ensure compliance (KYC, documentation) and provide end-to-end support to customers and channel partners for revenue generation.
Minimum Requirements
Experience in portfolio management and handling HNI customers: Not explicitly quantified in JD but prior experience required.
Knowledge and experience in retail loan products and third-party product sales (insurance, mutual funds, etc.).
Ability to coordinate with multiple internal teams (credit, legal, operations, product) and ensure compliance with KYC and documentation.
Work Experience Required: Not explicitly mentioned in the JD.
Ideal Candidate Profile
Demonstrated ability to acquire and retain HNI customers focusing on retail loan products and CASA growth.
Skilled in cross-selling third-party products and generating high-value customer revenue.
Experienced in multi-team coordination and ensuring compliance and documentation for customer onboarding.
