Premium Acquisition manager

To acquire HNI/Affluent New-To-Bank liability relationships (Savings Accounts, Current Accounts, and Deposits) and build stable balances through customer onboarding.

Identify potential market areas to acquire HNI/Affluent liability customers. • Conduct marketing activities and generate leads for customer acquisition.

• Build a strong database of customer leads through references and networking. • Schedule meetings with prospective customers and understand their financial requirements.

• Present suitable banking products and explain their features and benefits. • Guide customers on account opening requirements and documentation.

• Explain minimum balance requirements and eligibility criteria for various products and services. • Ensure customer documents are verified and handled confidentially.

• Complete account opening processes accurately and efficiently.

• Maintain regular communication with customers regarding account status.

• Cross-sell relevant banking, loan, investment, and insurance products based on customer needs. • Generate referrals from existing customers to expand business opportunities.

• Maintain daily sales reports and discuss progress with the reporting manager.

Interested candidate feel to free reach out via call or WhatsApp on -

HR Aarti

9602436738