Premium Acquisition Manager

3 days ago


Mumbai Metropolitan Region, India upGrad Rekrut Full time ₹ 5,00,000 - ₹ 20,00,000 per year

Location: Mumbai, Pune

Industry: Banking

  • To acquire HNI/Affluent New To Bank liabilities relationships (Saving Accounts / Current Accounts / Deposits) and build stable balances through customer on boarding.
  • Identify potential catchment areas to acquire HNI/Affluent liabilities customers for Bank.
  • To do marketing activities and generate leads for acquiring HNI/Affluent customers.
  • Build a database of customer leads through references.
  • Schedule meetings with potential HNI/Affluent liabilities customers and understand their requirement; thereafter presenting them with the most suitable products and explaining the features/benefits.
  • Communicate clearly to customers on the requirements for various types of products, services, documents to be provided to the bank.
  • Also clearly explain the customer on required balances/deposits to be maintained to avail various products and services.
  • Ensure that all customer documents are verified with originals and are handled with care and confidentiality.
  • Complete all account opening related processes accurately so that the customer experience is enhanced and forms the foundation of a long relationship with the bank.
  • Maintain continuous communication with customers on the status of their account opening process.
  • Frequently communicate with newly signed up customers and assist them with additional products and services based on their requirements – for example, relevant loan products, investment products etc.
  • Build reference network from newly signed up customers for potential leads.
  • § Regularly update Daily Sales Reports and discuss on the plans, action items, progress with the supervisor


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