PREMIUM ACQUISITION MANAGER (PAM)

Company: Equitas Small Finance Bank

Role Overview The Premium Acquisition Manager (PAM) is responsible for acquiring and managing high-net-worth individuals

(HNIs) and affluent customers to grow the banks liability business, including savings accounts, current accounts, and deposits. The role involves developing customer relationships, identifying banking needs, and achieving business targets while following applicable banking and compliance requirements.

Key Responsibilities

Customer Acquisition: Acquire Recent-to-Bank (NTB) HNI and affluent customers through field sales, local networking, community events, and referrals.

Customer Needs &
Product Guidance: Meet prospective clients, understand their banking requirements, and explain suitable savings accounts, current accounts, deposit options, and other relevant financial products.

¢ KYC &
Account Opening: Coordinate account-opening processes and ensure documentation is complete,

accurate, and compliant with KYC and internal banking procedures.

¢ Cross-Selling: Identify opportunities to offer relevant additional solutions, including loans, investment products,

and alternate banking services, based on customer needs.

¢ Portfolio &
Relationship Management:



Build and maintain a portfolio of valuable customers, grow deposit balances, support customer retention, and generate referrals.

¢ Sales Reporting: Maintain daily sales reports (DSR), monitor acquisition and deposit performance, and work toward assigned business targets.

¢ Territory Development: Use local market knowledge to identify prospects, build a customer network, and develop business prospects in the assigned territory.

Eligibility &
Requirements

¢ Education: Graduate degree in any discipline.

¢ Experience: Typically 15 years in liability sales, customer acquisition, or HNI/affluent portfolio management within the BFSI sector.

¢ Key Skills: Relationship management, communication, negotiation, customer service, and sales skills.

¢ Market Knowledge: Positive understanding of the local market and ability to build a prospective customer network.

¢ Work Approach: Self-motivated, field-oriented, target-driven, and comfortable working independently and with a team.

This is based on the role details provided. Specific targets, territory, compensation, and product responsibilities may vary by location and hiring requirements.

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