Premier Acquisition Manager_Sales-Sales_Bangalore
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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 by onboarding quality HNI customers and drive revenue through cross-selling third-party products such as insurance and mutual funds.
Coordinate with internal teams and ensure compliance with KYC and documentation while providing end-to-end support to clients and partners.
Minimum Requirements
Work Experience Required: Not explicitly mentioned in the JD.
Experience or exposure to portfolio management and customer acquisition in banking or financial services.
Strong coordination skills to work with credit, legal, operations, and product teams.
Knowledge of KYC norms and compliance documentation mandatory.
Ideal Candidate Profile
Experienced in managing high-value HNI customer portfolios with focus on retail loan products and CASA growth.
Capable of driving revenue through effective cross-selling of financial products to affluent customers.
Able to coordinate across multiple internal functions to ensure smooth onboarding and compliance.