- Acquire high net worth individuals (HNIs) as clients through effective relationship building and sales strategies.
- Manage existing HNI relationships to increase portfolio size, revenue growth, and customer retention.
- Identify recent business opportunities by networking within the community, attending events, and leveraging referrals.
- Develop tailored financial solutions for HNIs' banking needs using products such as current accounts, saving accounts, CASA sales, PAM services.
Job Requirements :
- 1-8 years of experience in HNI acquisition or related field like BFSI industry.
- Strong understanding of liabilities management including UHNI segment handling.
- Excellent communication skills for effective client handling and relationship-building.
📌 Premium Acquisition Manager (Chennai)
🏢 equitas small finance bank
📍 Chennai
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