Premier Acquisition Manager-RL SALES-Sales
Oracle CorporationMatch Score
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Job Description
Structured overview of role & requirementsAbout This Role
Acquire High Net Worth Individual (HNI) clients focusing on Premier products.
Drive sales of Third Party Products (TPP) and generate revenue.
Build and expand the CASA (Current Account Savings Account) book size and cross-sell mutual funds, gold, insurance, and asset products.
Minimum Requirements
1-2+ years of relevant work experience.
Experience or knowledge in portfolio management.
Existing customer base is required.
Effective coordination skills with various channels.
Ideal Candidate Profile
Experienced in HNI client acquisition and relationship management.
Ability to manage multiple sales channels and events for lead generation.
Familiar with cross-selling financial products including mutual funds, gold, insurance, and assets.