Acquire and manage high-net-worth customers for retail loan products and banking services. Grow CASA accounts, cross-sell insurance and mutual funds, maintain client relationships, coordinate with internal teams and channel partners, ensure KYC compliance, and provide end-to-end customer support while generating new business.
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.Similar Jobs
Insurance • Payments • Financial Services
Acquire and manage high-net-worth customers for retail loan products and banking services. Build CASA portfolios, cross-sell insurance and mutual funds, grow revenue, maintain client relationships, coordinate with internal teams and channel partners, ensure KYC compliance, and provide end-to-end customer support.
Top Skills:
CasaKyc
Insurance • Payments • Financial Services
Acquire and manage high-net-worth customers for retail loan and banking products. The role involves selling third-party products, growing CASA accounts, nurturing client relationships, coordinating with internal teams, ensuring KYC compliance, supporting customers and channel partners, and generating new business from existing client networks.
Insurance • Payments • Financial Services
Acquires and manages high-net-worth customers for retail loan products and banking services. Drives revenue through customer acquisition, CASA growth, and cross-selling insurance and mutual funds. Maintains HNI relationships, coordinates with credit, legal, operations, and product teams, ensures KYC compliance and documentation, supports customers and channel partners, and develops new business from existing customer networks.
Top Skills:
Kyc
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