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Premium Acquisition Manager (PAM) - Liability Sales

Premium Acquisition Manager (PAM) - Liability Sales

Edubridge Learning Private Limited
Fresher
3.5 - 4 LPA
Early Applicant
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  • Posted 6 hours ago
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Job Description

  • Salary: 4 LPA
  • Location: Branch Office / Local Catchment Area
  • Employment Type: Full-Time

Job Summary

We are seeking an ambitious Premium Acquisition Manager (PAM) to join our retail branch banking team. This role focuses on acquiring High-Net-Worth Individuals (HNI) and Affluent New-To-Bank (NTB) liability relationships, driving stable CASA balances, and deepening high-value customer relationships.

Key Responsibilities

  • Identify premium catchment areas to target and acquire HNI/Affluent liability customers.
  • Conduct high-impact marketing and lead generation activities tailored to affluent client segments.
  • Schedule consultative meetings with potential HNI clients, presenting customized wealth and liability products.
  • Clearly explain product requirements, minimum balance criteria, and service benefits while ensuring accurate documentation and regulatory compliance.
  • Cross-sell relevant asset, investment, and insurance products to newly onboarded high-value clients.
  • Build a robust reference network through existing high-value customers to generate fresh pipelines.
  • Track daily performance metrics, update sales reports, and collaborate closely with branch operations.

Key Performance Indicators (KRAs)

  • Successful acquisition of High-Value CASA NTB accounts and growth in CASA Value (AMB).
  • Achievement of High-Value Insurance (HI/GI/LI) premium targets and Retail Term Deposits (TD).
  • Zero deviations in Audit, KYC, AML, and compliance audits.
  • Minimum of 7 new high-value customer meetings per day.

Candidate Profile & Requirements

  • Education: Graduate.
  • Deep knowledge of local markets and affluent customer preferences.
  • Exceptional communication, salesmanship, and relationship-management skills

Master OF Business Administration (M.B.A), Master of Commerce (M.Com), Bachelor of Commerce (B.Com)

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Key Skills