Premier Acquisition Manager_Sales-Sales_Navsari
Core
Acquiring and managing relationships with High Net-Worth Individuals (HNIs) for retail loan products, building a CASA book, and selling third-party products.
Role type
Sales Manager (High Net-Worth Individuals)
Builds
Retail loan products, third-party products (insurance, mutual funds), CASA accounts
Domain
Banking / Financial Services
Deliverable
product features
Required skills
HNI customer acquisition, cross-selling, relationship management, portfolio management, internal coordination, KYC compliance
Responsibilities
Acquire new HNI customers for retail loan products and banking services, Drive revenue through cross-selling of third-party products, Build and grow CASA book size by onboarding quality customers, Maintain and nurture relationships with existing HNI clients, Coordinate with internal teams including credit, legal, operations, and product teams, Ensure compliance with KYC norms and proper documentation