Premium Acquisition Manager

Job Description: Premium Acquisition

Manager

Role Description

Designation Premium Acquisition Manager (Assistant

Manager / Deputy Manager)

Legal Entity Equitas Small Finance Bank

Business Unit / Division Retail Banking / Branch Banking

Department Liability Sales

Travel Required Yes (Extensive)

Purpose of the Role

To acquire HNI/Affluent New To Bank (NTB) liabilities relationships (Savings Accounts /

Current Accounts / Deposits) and build stable balances through customer onboarding.

Key Responsibilities

 Identify potential catchment areas and conduct marketing activities to generate leads

for HNI/Affluent customers.

 Build a database of customer leads through references and personal networking.

 Schedule meetings (minimum 7 per day) to understand customer requirements and

present suitable banking products.

 Clearly communicate product features, benefits, and required balances/deposits to

customers.

 Handle end-to-end account opening processes, ensuring all documents are verified with

originals and kept confidential.

 Maintain continuous communication with customers regarding account status and

service enhancements.

 Cross-sell additional products such as loans and investment products (HI/GI/LI) to

newly signed-up customers.

 Liaise with branch operations and CPCL for timely account opening and sales initiatives.

 Regularly update Daily Sales Reports (DSR) and discuss progress with supervisors.

Key Results Area (KRA)

KRA Key Performance Indicator (KPI)

CASA NTB - High Value Accounts % of Achievement (Target vs Actual)

CASA Value - AMB % of Achievement (Target vs Actual)

Insurance (HI/GI/LI) & Retail TD % of Achievement (Target vs Actual)

Audit/KYC/AML Compliance NIL deviations as per reports

Balance Growth Growth in CASA/TD balances at

M0/M1/M2 stages

Activity Level Minimum 7 new customer meetings per

day

Desired Experience & Qualification

 Graduate with 1 to 4 years of experience in liabilities customer acquisition

(HNI/Affluent preferred).

 Strong communication, sales, and negotiation skills.

 In-depth knowledge of local and surrounding markets.

 Profound understanding of products and services tailored for HNI/Affluent segments.