Premier Acquisition Manager_Sales_0412_8539_1088710
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Job Description
Structured overview of role & requirementsAbout This Role
Acquire and manage relationships with High Net-Worth Individuals for retail loan products and banking services.
Drive revenue growth through cross-selling third-party products like insurance and mutual funds.
Build and expand CASA portfolio by onboarding and nurturing quality HNI customers.
Minimum Requirements
Experience in acquiring and managing HNI customer portfolios, specifically in retail loan products: Not explicitly mentioned in the JD.
Strong coordination skills and prior portfolio management experience.
Knowledge of KYC compliance and thorough documentation processes.
Work Experience Required: Not explicitly mentioned in the JD.
Ideal Candidate Profile
Experienced in handling high-value HNI customer relationships and portfolio growth.
Skilled in cross-functional coordination with internal teams such as credit, legal, operations, and product.
Strategic approach towards customer acquisition and revenue generation through cross-selling third-party products.