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 Recent-To-Bank (NTB) liability relationships, driving reliable 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