Salary Range
Not Disclosed
Job Summary
Acquire premium and high-net-worth customers for Current Accounts and Savings Accounts.
Drive CASA acquisition through direct sourcing, references, business networking, and market activities.
Build and maintain relationships with affluent individuals, professionals, entrepreneurs, and business owners.
Identify new business opportunities to increase account acquisition and deposit mobilisation.
Achieve monthly and quarterly targets for CASA acquisition, account activation, and balance build-up.
Develop a strong pipeline of prospective customers through market mapping and lead generation.
Cross-sell banking products such as term deposits, debit cards, insurance, investment products, and other financial services, subject to suitability and applicable policies.
Ensure proper documentation, KYC compliance, and adherence to bank policies during account opening.
Coordinate with internal teams to ensure smooth account opening, activation, and customer onboarding.
Monitor account balances, customer engagement, and portfolio performance to improve business productivity.
Maintain strong customer relationships to encourage account activation, regular transactions, and long-term retention.
Key Responsibilities
- Monthly CASA account acquisition.
- CASA deposit mobilisation and average balance growth.
- Premium customer acquisition.
- Account activation and transaction performance.
- Cross-selling and revenue generation.
- Lead conversion and productivity.
- KYC compliance and customer service standards.
Requirements
- Graduate in any discipline; postgraduate qualification preferred.
- 2–6 years of experience in CASA sales, premium banking, customer acquisition, or retail banking.
- Prior experience in acquiring premium customers and managing high-value accounts will be preferred.
- Strong knowledge of CASA products, account-opening procedures, and banking documentation.
- Excellent communication, negotiation, networking, and relationship-building skills.