The Role
Acquires and manages high-net-worth customers for retail loans and banking services. Generates revenue through cross-selling insurance, mutual funds, and other third-party products; grows CASA deposits; maintains client relationships; coordinates with credit, legal, operations, and product teams; ensures KYC compliance and documentation; and supports customers and channel partners.
Summary Generated by Built In
The Premier Acquisition Manager is responsible for acquiring and managing relationships with High Net-Worth Individuals (HNIs) for retail loan products. The role focuses on building a strong CASA (Current Account Savings Account) book, selling third-party products (TPP), and generating revenue through high-value customer engagement. The candidate should possess strong coordination skills, a customer-centric approach, and prior experience in portfolio management.
ResponsibilitiesAcquire new HNI customers for retail loan products and banking services.
Drive revenue through cross-selling of third-party products (TPP) such as insurance, mutual funds, etc.
Build and grow CASA book size by onboarding quality customers.
Maintain and nurture relationships with existing HNI clients to ensure long-term engagement.
Coordinate effectively with internal teams including credit, legal, operations, and product teams.
Ensure compliance with KYC norms and proper documentation for all customer acquisitions.
Provide end-to-end support to customers and channel partners, ensuring timely updates and resolution.
Leverage existing customer base to generate new business opportunities.
Skills Required
- Strong coordination skills
- Customer-centric approach
- Prior experience in portfolio management
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The Company
