10 Aug
|
Realtek Consulting
|
Chennai
10 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 new 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.
Solid 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