Premier Acquisition Manager_Sales-Sales_Patna
Oracle CorporationMatch Score
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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 size by onboarding quality customers and cross-sell third-party products such as insurance and mutual funds to generate revenue.
Coordinate with internal teams and ensure compliance with KYC and documentation for all customer acquisitions, providing end-to-end support to customers and channel partners.
Minimum Requirements
Experience in acquiring and managing HNI customers for retail loan products and services.
Prior experience in portfolio management.
Work Experience Required: Not explicitly mentioned in the JD.
Strong knowledge of KYC regulations and customer documentation compliance.
Ideal Candidate Profile
Candidate skilled in managing high-value customer relationships and driving revenue through cross-selling financial products.
Experienced in coordinating across multiple internal teams including credit, legal, and operations for smooth delivery of services.
Has a customer-centric approach with proven ability to nurture and grow CASA book and leverage existing customer base for new business.