Acquire and manage high-net-worth customers for retail loans and banking services. Grow CASA deposits, cross-sell insurance and mutual funds, generate revenue, and maintain long-term client relationships. Coordinate with credit, legal, operations, and product teams; ensure KYC compliance and complete documentation; support customers and channel partners; and develop new business from existing clients.
The Premier Acquisition Manager is responsible for acquiring and managing relationships with High Net-Worth Individuals (HNIs) for retail loan products. The role focuses on building a strong CASA (Current Account Savings Account) book, selling third-party products (TPP), and generating revenue through high-value customer engagement. The candidate should possess strong coordination skills, a customer-centric approach, and prior experience in portfolio management.
ResponsibilitiesAcquire new HNI customers for retail loan products and banking services.
Drive revenue through cross-selling of third-party products (TPP) such as insurance, mutual funds, etc.
Build and grow CASA book size by onboarding quality customers.
Maintain and nurture relationships with existing HNI clients to ensure long-term engagement.
Coordinate effectively with internal teams including credit, legal, operations, and product teams.
Ensure compliance with KYC norms and proper documentation for all customer acquisitions.
Provide end-to-end support to customers and channel partners, ensuring timely updates and resolution.
Leverage existing customer base to generate new business opportunities.
Similar Jobs
Fintech • Payments • Financial Services
Acquire and manage high-net-worth individual relationships for retail loans and banking services. Grow CASA deposits, cross-sell insurance and mutual funds, generate revenue, and maintain existing client portfolios. Coordinate with credit, legal, operations, product teams, and channel partners while ensuring KYC compliance, accurate documentation, timely customer support, and new business generation.
Fintech • Payments • Financial Services
Acquire and manage high-net-worth customers for retail loan and banking products. Responsibilities include building CASA portfolios, cross-selling insurance and mutual funds, nurturing client relationships, coordinating with internal teams, ensuring KYC compliance and documentation, supporting customers and channel partners, and generating new business from existing customers.
Fintech • Payments • Financial Services
Acquire and manage high-net-worth customers for retail loans and banking services. Build CASA deposits, cross-sell insurance and mutual funds, grow revenue, and maintain long-term client relationships. Coordinate with credit, legal, operations, and product teams; ensure KYC compliance and accurate documentation; support customers and channel partners; and generate new opportunities from existing accounts.
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.
