Role Purpose The Premier Acquisition Manager (CASA) is responsible for acquiring and managing affluent/HNI customers, growing the branch's CASA portfolio, generating revenue through cross-selling wealth and investment products, and developing long-term customer relationships. Key Responsibilities Customer Acquisition • Acquire new Premier/HNI customers for Savings and Current Accounts. • Build and expand the CASA book through customer acquisition activities. • Source customers through referrals, networking, market mapping, and customer outreach programs. Relationship Management • Develop strong relationships with affluent and high-net-worth customers. • Understand customer financial needs and provide suitable banking solutions. • Ensure superior customer experience and retention. Revenue Generation • Drive liability business growth through CASA acquisition. • Cross-sell: • Mutual Funds • Insurance Products • Fixed Deposits • Wealth Management Products • Third-Party Products (TPP) • Achieve revenue, acquisition, and portfolio growth targets. Portfolio Management • Manage customer portfolio and wallet share. • Increase balances, customer engagement, and product penetration. Compliance & Risk • Ensure adherence to KYC, AML, and regulatory norms. • Maintain high-quality account sourcing and documentation standards. Required Skills • CASA Sales • HNI/Premier Customer Acquisition • Wealth Product Sales • Relationship Management • Portfolio Management • Networking & Market Prospecting • Communication & Negotiation Skills • Banking Product Knowledge