The Role
Acquire high-net-worth customers, sell third-party products, generate revenue, build CASA portfolios, conduct promotional events, generate leads, and cross-sell mutual funds, gold, insurance, and asset products. The role requires customer coordination, strong communication, portfolio management knowledge, and an existing customer base.
Summary Generated by Built In
Job Name : Premier Acquisition Manager
JOB ROLE :
· Acquisition of HNI's only.
· Selling TPP and Generating Revenue.
· Building CASA book size.
· Conducts regular promotional and customer events to generate leads
· Cross selling of MF, Gold, Insurance and asset products.
JOB REQUIREMENT:
· Good coordinator with different channels.
· Excellent communication skills.
· Should have some knowledge and experience in Portfolio Management.
· Should have some existing base of customer’s
· Having more than 1-2 year work experience
Skills Required
- More than 1–2 years of work experience
- Excellent communication skills
- Knowledge and experience in portfolio management
- Existing customer base
- Ability to coordinate with different channels
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The Company
