Premier Acquisition Manager-RL SALES-Sales

Department Icon Stock Market Trading Asset & Wealth Management
Posted: 1 year ago
1-5 years
Punjab
Stock Market Trading Asset & Wealth Management
Work from Office
Full Time

Posted: 1 year ago
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Job Description

    :

    As a Premier Acquisition Manager, your role will involve acquiring High Net Worth Individuals (HNI's) exclusively. You will be responsible for selling Third Party Products (TPP) and generating revenue, as well as building the Current and Savings Account (CASA) book size. Additionally, you will conduct regular promotional and customer events to generate leads, and cross sell Mutual Funds (MF), Gold, Insurance, and other asset products.

    Key Responsibilities:

    • Acquire High Net Worth Individuals (HNI's) as clients
    • Sell Third Party Products (TPP) to generate revenue
    • Build the Current and Savings Account (CASA) book size
    • Conduct regular promotional and customer events to generate leads
    • Cross sell Mutual Funds (MF), Gold, Insurance, and asset products

    Qualifications Required:

    • Good coordination skills with different channels
    • Excellent communication skills
    • Knowledge and experience in Portfolio Management
    • Existing base of customers
    • 1-2 years of work experience

    Please note: No additional details about the company were provided in the job description.,

Skills

HniAcquisition ManagerSalesInsuranceTPPMFPortfolio ManagementGoldCASA

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