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Skillventory
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Premium Acquisition Manager

Premium Acquisition Manager

Skillventory

1 - 3 years

2 - 6 Lacs

navi mumbai goregaon

Posted:1 month ago| Platform:

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Skills Required

casa saving account retail liabilities liabilities casa sales current account pam branch banking

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities

Acquire new premium customers (HNI/affluent segment) through direct sourcing, references, and marketing initiatives.
Drive acquisition of liability products such as Current Accounts, Savings Accounts, and Term Deposits.
Cross-sell a range of banking products including investments, insurance, credit cards, and loans.
Build and maintain long-term relationships with clients to enhance wallet share and ensure customer satisfaction.
Achieve monthly and quarterly business targets for acquisition, balances, and cross-sell.
Conduct client profiling to identify financial needs and recommend suitable products.
Ensure KYC compliance and adherence to all regulatory and internal policies.
Coordinate with internal teams (operations, credit, etc.) for smooth account opening and service delivery.
Participate in branch/cluster level promotional activities and lead-generation drives.

Preferred candidate profile

Graduate / Postgraduate in any discipline (preferably MBA in Marketing or Finance).
25 years of experience in Liabilities Sales / Wealth Management / HNI Acquisition.
Experience in handling premium or affluent customer segments preferred.

Key Skills & Competencies:

Strong knowledge of retail banking products and wealth management.
Proven sales and relationship management skills.
Excellent communication and presentation abilities.
Customer-centric approach with high service orientation.
Goal-oriented, self-driven, and target-focused.

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Premium Acquisition Manager

Skillventory

navi mumbai, goregaon

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Premium Acquisition Manager