E
Premium Acquisition Manager (PAM) - Liability Sales
E
Premium Acquisition Manager (PAM) - Liability Sales
Edubridge Learning Private LimitedEarly Applicant
Quick Apply
- Posted 6 hours ago
- Be among the first 10 applicants
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)
More Info
Job Type:
Industry:
Function:
Employment Type:
