The Role
Leads a sales team responsible for acquiring high-value CASA customers. Develops sales strategies, targets affluent individuals and businesses, builds referral networks, analyzes customer data, ensures regulatory compliance, and manages customer relationships and onboarding. Provides team mentorship and collaborates across departments to drive banking growth and deliver strong customer experiences.
Summary Generated by Built In
As a Premier Acquisition Manager, you will be responsible for acquiring and managing high-value customers for the bank's CASA (Current Account Savings Account) segment. This role is crucial in driving the bank's growth and expanding its customer base. You will be a key player in developing and implementing sales strategies, building strong relationships with clients, and ensuring a seamless customer experience.
Responsibilities
- Lead a team of sales professionals and provide mentorship and guidance.
- Develop and execute sales plans to achieve targeted business growth.
- Identify and target high-net-worth individuals and businesses for CASA acquisitions.
- Build and maintain a strong network of referrals and partnerships.
- Conduct market research and stay updated on industry trends and competitor activities.
- Analyze customer data and provide insights to enhance sales strategies.
- Ensure compliance with all regulatory and bank policies during the sales process.
- Provide excellent customer service and build long-term relationships with clients.
- Collaborate with other departments to ensure a smooth customer onboarding process.
- A bachelor's degree in Business, Finance, or a related field is preferred.
- Minimum 5 years of experience in sales, with a proven track record in banking sales.
- Strong leadership and team management skills.
- Excellent communication and interpersonal abilities.
- Ability to work independently and manage a high-performance team.
- Proficiency in using CRM systems and sales analytics tools.
- Knowledge of banking products and services, especially in the CASA segment.
- Analytical skills to interpret data and make informed decisions.
- A self-motivated and results-driven approach to work.
- Willingness to continuously learn and adapt to industry changes.
Skills Required
- Bachelor’s degree in Business, Finance, or a related field
- At least 5 years of sales experience
- Proven track record in banking sales
- Strong leadership and team management skills
- Excellent communication and interpersonal abilities
- Ability to work independently and manage a high-performance team
- Proficiency with CRM systems and sales analytics tools
- Knowledge of banking products and services, especially CASA products
- Analytical skills for interpreting data and making informed decisions
- Self-motivated and results-driven approach
- Willingness to continuously learn and adapt to industry changes
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The Company
