Premier Acquisition Manager-RL SALES-Sales

1 - 5 years

0 Lacs

Posted:1 week ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

As a Premier Acquisition Manager, your primary responsibility will be to acquire High Net Worth Individuals (HNIs) and cater to their financial needs. You will be focused on selling Third-Party Products (TPP) and generating revenue for the organization. Additionally, you will be tasked with increasing the Current Account Savings Account (CASA) book size. To accomplish these goals, you will need to conduct regular promotional and customer events to generate leads and foster relationships with potential clients. Cross-selling various financial products such as Mutual Funds (MF), Gold, Insurance, and other asset products will also be part of your role. The ideal candidate for this position should possess excellent coordination skills to work effectively with different channels. Strong communication skills are essential for engaging with clients and promoting financial products. It is preferred that you have some knowledge and experience in Portfolio Management to better serve the needs of HNI clients. Having an existing base of customers and a minimum of 1-2 years of work experience in a similar role will be beneficial for success in this position. If you are passionate about wealth management and have a track record of building relationships with affluent clients, we encourage you to apply for this exciting opportunity.,

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