Premium Acquisition Manager-Private Bank-Tamil Nadu

THE Banyan Hr Consults; Coimbatore District; On-site; INR 540,000 - 660,000; Full time

Job summary

THE Banyan Hr Consults is seeking a Premium Acquisition Manager in Tamil Nadu to acquire HNI/Affluent customers and manage New-to-Bank liability accounts, savings, and deposits. The role emphasizes building lasting relationships and cross-selling financial products.

The candidate should have at least 3 years in banking/financial services, strong lead generation ability, and excellent communication skills to drive targets and ensure compliant onboarding processes.

Qualifications

• Minimum 3 years of experience in Banking / NBFC / Financial Services.
• Experience in HNI Banking, Affluent Banking, CASA, Liability Sales or Relationship Management preferred.
• Strong customer acquisition and relationship-management skills.
• Good communication and interpersonal skills.
• Ability to generate leads independently and achieve sales targets.

Responsibilities

• Acquire HNI/Affluent customers and onboard New-to-Bank liability relationships.
• Identify potential customer segments and catchment areas for business development.
• Generate leads through market visits, references, networking and other acquisition activities.
• Meet HNI/Affluent customers, understand their financial needs and recommend suitable banking products.
• Acquire Savings Accounts, Current Accounts and Deposits and build stable balances.
• Explain product features, benefits, documentation and balance/deposit requirements clearly to customers.
• Ensure proper KYC and account-opening documentation as per bank guidelines.
• Maintain regular communication with customers throughout the account-opening process.
• Build strong relationships with existing customers and identify cross-selling opportunities such as loans, investments and other financial products.
• Generate new business through customer references and referrals.
• Maintain daily sales reports and regularly review business progress and action plans with the reporting manager.

Skills

Customer acquisition

Relationship management

Communication skills

Interpersonal skills

Job description

HIRING Premium Acquisition Manager for Private Bank- Tamil Nadu

Position: PAM
Location: Tamil Nadu
Experience: Minimum 3 Years
CTC: Up to 6 LPA

Job Summary

We are looking for an experienced Premium Acquisition Manager to acquire and manage New-to-Bank HNI and Affluent customers and build stable liability balances through Savings Accounts, Current Accounts and Deposits.

Key Responsibilities

• Acquire HNI/Affluent customers and onboard New-to-Bank liability relationships.
• Identify potential customer segments and catchment areas for business development.
• Generate leads through market visits, references, networking and other acquisition activities.
• Meet HNI/Affluent customers, understand their financial needs and recommend suitable banking products.
• Acquire Savings Accounts, Current Accounts and Deposits and build stable balances.
• Explain product features, benefits, documentation and balance/deposit requirements clearly to customers.
• Ensure proper KYC and account-opening documentation as per bank guidelines.
• Maintain regular communication with customers throughout the account-opening process.
• Build strong relationships with existing customers and identify cross-selling opportunities such as loans, investments and other financial products.
• Generate new business through customer references and referrals.
• Maintain daily sales reports and regularly review business progress and action plans with the reporting manager.

Candidate Profile

• Minimum 3 years of experience in Banking / NBFC / Financial Services.
• Candidates with experience in HNI Banking, Affluent Banking, CASA, Liability Sales or Relationship Management will be preferred.
• Strong customer acquisition and relationship-management skills.
• Good communication and interpersonal skills.
• Ability to generate leads independently and achieve sales targets.
• Candidates having an existing HNI/Affluent customer network will be an added advantage.