Acquire high-net-worth customers, sell third-party products, generate revenue, build CASA deposits, conduct promotional events, generate leads, and cross-sell mutual funds, gold, insurance, and asset products. The role requires channel coordination, strong communication, portfolio management knowledge, and an existing customer base.
Job Name : Premier Acquisition Manager
JOB ROLE :
· Acquisition of HNI's only.
· Selling TPP and Generating Revenue.
· Building CASA book size.
· Conducts regular promotional and customer events to generate leads
· Cross selling of MF, Gold, Insurance and asset products.
JOB REQUIREMENT:
· Good coordinator with different channels.
· Excellent communication skills.
· Should have some knowledge and experience in Portfolio Management.
· Should have some existing base of customer’s
· Having more than 1-2 year work experience
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What you need to know about the Pune Tech Scene
Once a far-out concept, AI is now a tangible force reshaping industries and economies worldwide. While its adoption will automate some roles, AI has created more jobs than it has displaced, with an expected 97 million new roles to be created in the coming years. This is especially true in cities like Pune, which is emerging as a hub for companies eager to leverage this technology to develop solutions that simplify and improve lives in sectors such as education, healthcare, finance, e-commerce and more.
