Acquire and manage high-net-worth customers for retail loans and banking services. Build CASA balances, cross-sell insurance and mutual funds, generate revenue, and maintain client relationships. Coordinate with credit, legal, operations, product teams, and channel partners while ensuring KYC compliance, accurate documentation, timely customer support, and new-business generation from existing client networks.
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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Fintech • Payments • Financial Services
Acquire and manage high-net-worth individual customers for retail loans and banking services. Grow CASA deposits, cross-sell insurance and mutual funds, maintain client relationships, and generate revenue. Coordinate with credit, legal, operations, product teams, and channel partners while ensuring KYC compliance, complete documentation, timely customer support, and new business development through existing relationships.
Fintech • Payments • Financial Services
Acquire and manage high-net-worth customers for retail loans and banking services. Build CASA deposits, cross-sell insurance and mutual funds, generate revenue, maintain client relationships, coordinate with internal teams, ensure KYC compliance and documentation, support customers and channel partners, and identify new business opportunities through existing client networks.
Fintech • Payments • Financial Services
Acquire and manage high-net-worth customers for retail loan products and banking services. Drive revenue through cross-selling insurance, mutual funds, and other third-party products; build CASA deposits; nurture client relationships; coordinate with credit, legal, operations, and product teams; ensure KYC compliance and documentation; and support customers and channel partners throughout the acquisition process.
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