Acquire high-net-worth customers, sell third-party products, grow CASA deposits, generate revenue, conduct promotional events, build leads, and cross-sell mutual funds, gold, insurance, and asset products. The role also requires coordinating across channels, managing customer portfolios, maintaining an existing customer base, and communicating effectively.
Job Name : Premier Acquisition Manager
Grade : M2 (Deputy 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
Similar Jobs
Insurance • Payments • Financial Services
Acquire high-net-worth customers, sell third-party products, generate revenue, grow CASA portfolios, conduct promotional events, generate leads, and cross-sell mutual funds, gold, insurance, and other asset products.
Insurance • Payments • Financial Services
Acquires and manages high-net-worth customers for retail loans and banking services. Responsibilities include growing CASA deposits, cross-selling insurance and mutual funds, 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
Acquire high-net-worth customers, sell third-party products, generate revenue, and grow CASA portfolios. Coordinate across multiple channels, manage customer relationships, leverage an existing customer base, and apply portfolio management knowledge to build business.
What you need to know about the Chennai Tech Scene
To locals, it's no secret that South India is leading the charge in big data infrastructure. While the environmental impact of data centers has long been a concern, emerging hubs like Chennai are favored by companies seeking ready access to renewable energy resources, which provide more sustainable and cost-effective solutions. As a result, Chennai, along with neighboring Bengaluru and Hyderabad, is poised for significant growth, with a projected 65 percent increase in data center capacity over the next decade.
