Premier Acquisition Manager_Sales-Sales_Asansol
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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 HNI customers and generate revenue through cross-selling third-party products like insurance and mutual funds.
Coordinate with internal teams and ensure compliance with KYC norms for customer acquisition and maintain long-term engagement with HNI clients.
Minimum Requirements
Experience in portfolio management and acquiring high net-worth customers for retail loan products or banking services.
Customer acquisition and cross-selling experience especially in insurance, mutual funds, or related third-party products.
Strong knowledge and compliance with KYC norms and documentation requirements.
Work Experience Required: Not explicitly mentioned in the JD
Ideal Candidate Profile
Operates well in a cross-functional coordination role interfacing with credit, legal, operations, and product teams.
Experienced in managing a HNI customer portfolio with a focus on growing CASA and revenue generation.
Focused on revenue impact through customer acquisition and product cross-selling to high-value clients.