Acquire high-net-worth customers, sell third-party products, generate revenue, grow CASA deposits, conduct promotional events, generate leads, and cross-sell mutual funds, gold, insurance, and asset products. The role requires strong coordination and communication skills, portfolio management knowledge, an existing customer base, and more than one to two years of experience.
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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