Premium Acquisition Manager

To acquire HNI/Affluent New To Bank liabilities relationships (Saving Accounts / Current Accounts / Deposits) and build stable balances through customer onboarding.

Identify potential catchment areas to acquire HNI/Affluent liabilities customers for Equitas Bank.

 To do marketing activities and generate leads for acquiring HNI/Affluent customers.

 Build a database of customer leads through references.

 Schedule meetings with potential HNI/Affluent liabilities customers and understand their requirement;

thereafter presenting them with the most suitable products and explaining the features/benefits.

 Communicate clearly to customers on the requirements for various types of products, services,

documents to be provided to the bank.

 Also clearly explain the customer on required balances/deposits to be maintained to avail various

products and services.

 Ensure that all customer documents are verified with originals and are handled with care and

confidentiality.

 Complete all account opening related processes accurately so that the customer experience is enhanced

and forms the foundation of a long relationship with the bank.

 Maintain continuous communication with customers on the status of their account opening process.

 Frequently communicate with newly signed up customers and assist them with additional products and

services based on their requirements – for example, relevant loan products, investment products etc.

 Build reference network from newly signed up customers for potential leads.

 Regularly update Daily Sales Reports and discuss on the plans, action items, progress with the supervisor