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Job Overview The Premium Acquisition Manager (PAM) will drive the growth of the branchs high-value CASA (Current Account Savings Account) portfolio. This role focuses on acquiring premium and High-Net-Worth Individual (HNI) clients, deepening customer relationships, and cross-selling banking solutions.
Key Responsibilities
- HNI Client Onboarding: Proactively target, source, and acquire high-net-worth and affluent customers for Premium Current and Savings Accounts.
- Portfolio Expansion: Drive total CASA portfolio growth while cross-selling relevant financial products and wealth management services to meet client needs.
- Relationship Building: Deliver personalized banking experiences, cultivate long-term client trust, and maintain high customer retention and satisfaction.
- Lead Generation Market Mapping: Map local markets, pursue qualified leads, network,
and leverage client referrals to maintain a consistent sales pipeline.
- Regulatory Compliance: Adhere strictly to bank operational policies, KYC documentation guidelines, and standard regulatory compliance procedures during onboarding.
Candidate Profile Requirements
- Educational Qualification: Bachelors or Masters degree in any discipline.
- Relevant Experience: 23 years of demonstrated success in retail banking sales, specifically in CASA or premium acquisition roles.
- Communication Skills: Excellent verbal and written English communication with strong presentation capabilities.
- Qualified Presence: Excellent corporate etiquette and grooming tailored for engaging with HNI and premium clientele.