WE ARE HIRING | ELITE RELATIONSHIP MANAGER ?

? Leading Private Bank | CASA • HNI • Wealth Management

? Location: Chennai

? Experience: Minimum 5 Years

? CTC: Up to ₹12 LPA

? Role: Elite Relationship Manager

? Key Responsibilities

- Acquire current customers and increase the overall client book size.
- Build and maintain strong relationships with new and existing HNI clients to generate business and referrals, including Domestic & NR customers.
- Cross-sell and up-sell CASA, Asset Products, Digital Banking, Wealth Management and Investment Products.
- Understand clients’ investment requirements and provide research-based investment solutions.
- Handle client queries effectively and understand their financial and investment needs.
- Manage client portfolios and provide suitable investment solutions and advisory support.
- Drive investment advisory business and achieve monthly revenue and business targets.
- Ensure high-quality sales,



customer service, and relationship management processes.
- Provide regular market and competitor feedback, including new products, pricing, and competitor activities.
- Identify opportunities to deepen relationships and increase wallet share from HNI customers.

? Candidate Profile

✅ Minimum 5 years of experience in Banking / Wealth Management / HNI Relationship Management

✅ Strong experience in CASA, HNI & Wealth Management products

✅ Proven track record in customer acquisition, portfolio management & revenue generation

✅ Strong communication, relationship-building and negotiation skills

✅ Good understanding of investment products and financial markets

✅ Ability to manage and grow a portfolio of HNI / affluent customers

📌 Elite Relationship Manager-Pvt Bank-Chennai
🏢 THE BANYAN HR CONSULTS CHENNAI
📍 Chennai