Premier Acquisition Manager_Sales_0412_8552_1021735
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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 the 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 norms and proper documentation for all acquisitions.
Minimum Requirements
Experience Required: Prior experience in portfolio management involving HNI customers.
Knowledge of retail loan products and third-party product sales such as insurance and mutual funds.
Strong coordination skills and customer engagement ability.
Work Experience Required: Not explicitly mentioned in the JD.
Ideal Candidate Profile
Experienced in acquiring and managing High Net-Worth Individual portfolios with focus on retail banking products.
Proficient in cross-selling financial products and growing CASA balances through quality onboarding.
Skilled in internal coordination and ensuring regulatory compliance related to customer acquisitions.