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Premier Acquisition Manager

Premier Acquisition Manager

Candidate Experience site

1 - 5 years

0 Lacs

chandigarh

Posted:2 weeks ago| Platform: Shine logo

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Skills Required

selling generating revenue cross selling portfolio management building casa book size

Work Mode

On-site

Job Type

Full Time

Job Description

As a Premier Acquisition Manager, your role will primarily involve acquiring High Net Worth Individuals (HNI's) and focusing on selling Third-Party Products (TPP) to generate revenue. You will also be responsible for building the Current Account and Savings Account (CASA) book size. Additionally, conducting regular promotional and customer events to generate leads, as well as cross-selling Mutual Funds (MF), Gold, Insurance, and other asset products will be key aspects of your job responsibilities. Key Responsibilities: - Acquire High Net Worth Individuals (HNI's) as part of the customer base - Sell Third-Party Products (TPP) to generate revenue - Build and grow the CASA book size - Conduct regular promotional and customer events to generate leads - Cross-sell Mutual Funds (MF), Gold, Insurance, and other asset products Qualifications Required: - Good coordination skills with different channels - Excellent communication skills - Knowledge and experience in Portfolio Management - Existing base of customers - 1-2 years of relevant work experience Please note that the above job description is tailored for the role of Premier Acquisition Manager and focuses on acquiring HNI's, selling TPP, generating revenue, building CASA book size, conducting promotional events, and cross-selling various financial products.,

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Premier Acquisition Manager