Premier Acquisition Manager_Sales_0412_8723_1084011
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 book size by onboarding quality HNI customers and cross-sell third-party products like insurance and mutual funds to generate revenue.
Coordinate with internal teams (credit, legal, operations, product) and ensure compliance with KYC and documentation requirements.
Minimum Requirements
Experience in acquiring and managing HNI clients for retail loan or banking services: Not explicitly mentioned in years but prior portfolio management experience required.
Working knowledge of KYC norms and compliance.
Ability to coordinate with multiple internal teams.
Work Experience Required: Not explicitly mentioned in the JD.
Ideal Candidate Profile
Experienced in portfolio management with a customer-centric approach focused on HNI segment.
Strong coordination skills for cross-functional collaboration with credit, legal, operations, and product teams.
Proven ability to drive revenue through acquisition and cross-selling in retail banking context.