Acquires and manages high-net-worth individual customers for retail loans and banking services. Builds CASA balances, cross-sells insurance and mutual funds, nurtures client relationships, and generates revenue through customer referrals and portfolio development. Coordinates with credit, legal, operations, and product teams, ensures KYC compliance and documentation, and provides end-to-end support to customers and channel partners.
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.
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Acquires and manages high-net-worth customers for retail loans and banking services. Responsibilities include cross-selling insurance and mutual funds, growing CASA deposits, nurturing client relationships, coordinating with internal teams and channel partners, ensuring KYC compliance, supporting customers, and generating new business through existing networks.
Insurance • Payments • Financial Services
Acquires and manages high-net-worth customers for retail loan and banking products. Responsibilities include growing CASA accounts, cross-selling insurance and mutual funds, nurturing client relationships, coordinating with internal teams, ensuring KYC compliance and documentation, supporting customers and channel partners, and generating new business from existing customer networks.
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