We are looking for an experienced and driven Elite Relationship Manager to join Branch Banking – Liabilities team.

Looking for strong experience in HNI Relationship Management, CASA, Term Deposits, Investments & Insurance , along with a strong local network and a passion for revenue generation,

Looking for candidates who are at Chennai only

Position Details

- Designation: Elite Relationship Manager
- Grade: DM/M
- Business Unit: Branch Banking
- Division: Liabilities
- Reporting To: Branch Manager
- Level: Individual Contributor
- Travel: Extensive
- Job Location : Chennai

Roles & Responsibilities

- Acquire new HNI customers and grow the customer book.
- Build and maintain strong relationships with mapped HNI customers.
- Deepen CASA and Term Deposit relationships and increase customer wallet share.
- Cross-sell and upsell banking, investment, insurance, asset referral and digital banking products .
- Identify customer investment needs and provide suitable, research-based investment solutions.
- Manage customer portfolios and provide investment advisory to new and existing clients.
- Drive monthly revenue targets through effective relationship management and product penetration.
- Generate referrals and develop opportunities from existing and recent clientele, including domestic and NR customers.
- Ensure activation and usage of digital channels including Internet Banking, Mobile Banking and Debit Cards.
- Monitor customer transactions, service requirements and portfolio quality.
- Track market trends, competitor offerings, pricing and product developments.
- Address customer queries and complaints effectively while ensuring a high-quality customer experience.
- Ensure strict adherence to KYC, AML, audit,



compliance and risk management requirements.
- Work closely with the Branch, Cluster, Regional and Zonal teams to achieve business objectives.

Required Skills

- Strong HNI/affluent relationship management skills.
- Proven expertise in CASA, Term Deposits, Investments and Insurance products .
- Excellent sales, cross-selling and upselling capabilities.
- Strong local market network and customer acquisition capability.
- Excellent communication, negotiation and relationship-building skills.
- Strong analytical, planning and decision-making abilities.
- Result-oriented approach with a proven ability to achieve revenue targets.
- Good understanding of market trends and competitor strategies.
- Strong execution, collaboration and customer service skills.
- Ability to manage multiple priorities and work in a target-driven environment.

Eligibility & Experience

- Post Graduate with 5 to 7 + years of relevant experience in Acquisition / Relationship Management.
- Candidates from Banking, NBFCs or Boutique Wealth Management firms are preferred.
- Good knowledge of Investment and Insurance products is essential.
- Strong track record in HNI/affluent customer acquisition and revenue generation.
- IRDA Certification & NISM Certification with valid EUIN required.

Key Performance Areas

- CASA Deepening & AMB Growth
- CASA NTB Acquisition
- TPP Revenue – Investments, Insurance & Asset Referral
- Product Penetration / Wallet Share
- NTB Customer Acquisition
- Term Deposit Book Growth
- Digital Channel Activation
- Customer Service & Portfolio Quality
- Audit, KYC, AML & Compliance
- Customer Group Relationship Penetration

Location: Respective Branch Mapping (Chennai) Thanks!

📌 Elite Relationship Manager (Chennai)
🏢 Staffington Global
📍 Chennai