Junior Acquisition Manager - Client Acquisition and Portfolio Management

Junior Acquisition Manager-Sales-Sales

As a Junior Acquisition Manager in the Retail Liabilities division, you will be responsible for acquiring high-net-worth individuals (HNIs) and onboarding them into the bank’s premium customer base. This role demands a proactive and customer-centric approach to build a strong CASA (Current Account Savings Account) book and generate revenue through third-party product (TPP) sales. You will be expected to leverage your existing customer base, coordinate effectively with internal channels, and deliver a seamless banking experience. The role also involves understanding client portfolios, identifying cross-sell opportunities, and maintaining long-term relationships. This is an excellent opportunity for professionals with early experience in portfolio management and client acquisition to grow within a dynamic and performance-driven environment. Acquire high-net-worth individuals (HNIs) and onboard them into the bank’s retail liabilities portfolio. Build and grow the CASA book size through strategic acquisition and relationship management. Sell third-party products (TPPs) such as insurance, mutual funds, and investment solutions to generate revenue. Leverage existing customer relationships to drive new business opportunities. Coordinate with internal teams and channels to ensure smooth onboarding and service delivery. Maintain high levels of customer engagement and satisfaction through regular interactions. Understand basic portfolio management principles to guide clients effectively. Achieve monthly and quarterly acquisition and revenue targets. Stay updated on market trends, product offerings, and competitor activities. Ensure compliance with internal policies and regulatory guidelines during customer acquisition.

Experience Level

Entry Level