Premier Acquisition Manager_Sales-Sales_Bhadson
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Job Description
Structured overview of role & requirementsAbout This Role
Acquire and manage High Net-Worth Individual (HNI) customers for retail loan products and banking services.
Build and grow CASA book through onboarding quality customers and cross-sell third-party products such as insurance and mutual funds.
Coordinate with internal teams and ensure compliance with KYC and documentation while supporting customers and channel partners end-to-end.
Minimum Requirements
Experience in acquiring and managing HNI portfolios for retail loan products.
Knowledge of CASA products and third-party product sales (insurance, mutual funds, etc.).
Ability to coordinate with multiple internal teams including credit, legal, operations, and product.
Work Experience Required: Not explicitly mentioned in the JD.
Ideal Candidate Profile
Strong portfolio management background focused on HNI customers in retail banking or financial services.
Operationally skilled in regulatory compliance (KYC) and customer documentation processes.
Experienced in driving revenue through cross-selling and building long-term customer relationships.