Premier Acquisition Manager_Sales_0412_4905_1089014
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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 portfolio by onboarding quality HNI customers and cross-selling third-party products like insurance and mutual funds.
Coordinate with internal teams and ensure compliance with KYC and documentation for all acquisitions, supporting customers end-to-end.
Minimum Requirements
Experience in portfolio management involving HNI customers for retail loan products and banking services.
Skills in customer acquisition, relationship management, and cross-selling third-party financial products.
Knowledge of KYC norms and documentation processes in retail banking.
Work Experience Required: Not explicitly mentioned in the JD.
Ideal Candidate Profile
Experienced in managing and growing HNI portfolios with a focus on CASA and third-party product sales.
Strong coordination skills for cross-functional teamwork with credit, legal, operations, and product departments.
Ability to leverage existing customer base for generating new business opportunities and ensuring long-term client engagement.