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 solid 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 current
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 current and existing clients.
Drive monthly revenue targets through effective relationship management and product penetration.
Generate referrals and develop opportunities from existing and new 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, Investm

📌 Elite Relationship Manager Chennai
🏢 Staffington Global
📍 Chennai