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    Job · 20062928

    Edusol Learning Private Limited logo

    Premium Acquisition Manager (PAM) - Liability Sales

    Edusol Learning Private Limited · Bengaluru · onsite · Posted 21d ago

    Not disclosedFresherfulltimeSourced fromFoundit

    About a minute. You'll make an account on the way through.

    About this role

    • Salary: 4 LPA
    • Location: Branch Office / Local Catchment Area
    • Employment Type: Full-Time

    Job Summary

    We are seeking an ambitious Premium Acquisition Manager (PAM) to join our retail branch banking team. This role focuses on acquiring High-Net-Worth Individuals (HNI) and Affluent New-To-Bank (NTB) liability relationships, driving stable CASA balances, and deepening high-value customer relationships.

    Key Responsibilities

    • Identify premium catchment areas to target and acquire HNI/Affluent liability customers.
    • Conduct high-impact marketing and lead generation activities tailored to affluent client segments.
    • Schedule consultative meetings with potential HNI clients, presenting customized wealth and liability products.
    • Clearly explain product requirements, minimum balance criteria, and service benefits while ensuring accurate documentation and regulatory compliance.
    • Cross-sell relevant asset, investment, and insurance products to newly onboarded high-value clients.
    • Build a robust reference network through existing high-value customers to generate fresh pipelines.
    • Track daily performance metrics, update sales reports, and collaborate closely with branch operations.

    Key Performance Indicators (KRAs)

    • Successful acquisition of High-Value CASA NTB accounts and growth in CASA Value (AMB).
    • Achievement of High-Value Insurance (HI/GI/LI) premium targets and Retail Term Deposits (TD).
    • Zero deviations in Audit, KYC, AML, and compliance audits.
    • Minimum of 7 new high-value customer meetings per day.

    Candidate Profile & Requirements

    • Education: Graduate.
    • Deep knowledge of local markets and affluent customer preferences.
    • Exceptional communication, salesmanship, and relationship-management skills

    Sourced from foundit

    Skills

    ManagmentrelationshipGood Commnication

    About Edusol Learning

    Edusol Learning Private Limited logo

    Edusol Learning Private Limited

    2015

    11 years old

    Chennai

    India

    ₹7L PA avg

    Avg at Edusol Learning

    Employee ratings

    2 reviews

    4.3/ 5

    Culture

    4.0

    Career growth

    5.0

    Work-life

    4.0

    Employees rate it well for

    Job Security50Skill Development50

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