09 Aug
|
Realtek Consulting
|
Chennai
09 Aug
Realtek Consulting
Chennai
Job Details:
Employment Type: Full-Time
Experience: 1–4 Years
Designation: Assistant Manager / Deputy Manager
Industry: Banking & Financial Services
Function: Retail Banking / Liability Sales
About the Role:
Realtek is hiring for a Premium Acquisition Manager role with one of our leading banking partners.
The role focuses on acquiring and developing HNI and Affluent New-to-Bank (NTB) customers and growing the liability portfolio through Savings Accounts, Current Accounts, Fixed Deposits, and Recurring Deposits.
The ideal candidate should have strong sales and relationship management skills, a good understanding of the local market, and experience in acquiring premium banking customers.
Key Responsibilities:
- Identify potential catchment areas and acquire HNI/Affluent customers.
- Generate leads through market visits, networking, references, and other business development activities.
- Meet prospective customers, understand their requirements, and recommend suitable banking products.
- Drive acquisition of CASA, Fixed Deposits (FD), and Recurring Deposits (RD) .
- Build and maintain strong relationships with recent and existing customers.
- Generate referrals and identify opportunities for cross-selling relevant banking, investment, insurance, and loan products.
- Ensure accurate customer onboarding and completion of required documentation.
- Adhere to KYC, AML, audit, compliance, and regulatory requirements .
- Coordinate with branch operations and internal teams for timely account opening and service delivery.
- Track customer acquisition, sales activities,
and business performance through regular reporting.
- Work towards achieving assigned business and acquisition targets.
- Conduct regular customer meetings to strengthen relationships and grow the liability portfolio.
Key Performance Areas
- CASA New-to-Bank (NTB) customer acquisition
- CASA value and Average Monthly Balance (AMB)
- Premium customer acquisition and business value
- Fixed Deposit and Recurring Deposit acquisition
- Customer meetings and lead generation
- Growth of balances from newly acquired customers
- Customer referrals and relationship expansion
- Quality customer acquisition with adherence to KYC/AML/compliance standards
Requirements
- Graduate in any discipline.
- 1–4 years of experience in liability sales, retail banking, customer acquisition, or relationship management.
- Experience in HNI/Affluent customer acquisition will be an advantage.
- Strong communication, interpersonal, sales, and negotiation skills.
- Good knowledge of the local market and surrounding catchment areas.
- Strong relationship-building and business development capabilities.
- Good understanding of banking products and services for premium customers.
- Willingness to undertake field travel.
What We’re Looking For We are looking for a target-driven and customer-focused banking professional who can identify new business opportunities, acquire premium customers, build long-term relationships, and contribute to the growth of the liability portfolio.
Interested candidates can apply now.
? Apply through LinkedIn or share your updated CV with our recruitment team.
📌 Premium Acquisition Manager – Banking (Chennai)
🏢 Realtek Consulting
📍 Chennai