We are hiring for the position of Elite Relationship Manager – Liabilities for our Chennai location.

Position Details

- Designation: Elite Relationship Manager
- Grade: DM/M
- Business Unit: Branch Banking
- Department: Liabilities
- Location: Chennai
- Experience: 6+ years of relevant experience
- Reporting to: Branch Manager
- Role Type: Individual Contributor
- Travel: Extensive travel within the assigned branch geography

Role Overview The Elite Relationship Manager will be responsible for managing and deepening relationships with HNI and affluent customers , growing CASA and Term Deposit (TD) business, acquiring recent customers and providing suitable investment and insurance solutions .

Key Responsibilities

- Manage and deepen relationships with mapped HNI/affluent customers.
- Acquire current HNI customers and grow the customer book.
- Drive CASA, TD and overall liability business .
- Cross-sell and upsell banking, investment, insurance and other third-party products.
- Identify customer investment needs and provide appropriate financial solutions.
- Manage customer portfolios and increase wallet share.
- Generate referrals and acquire new-to-bank customers.
- Drive revenue through investments,



insurance and asset referrals.
- Activate and promote digital banking and wealth-management channels.
- Ensure high-quality customer service and resolve customer queries effectively.
- Track market trends, competitor activities and customer requirements.
- Ensure adherence to KYC, AML, audit and compliance requirements.

Ideal Candidate Profile

- 5+ years of experience in Relationship Management / Acquisition / Branch Banking / Wealth Management .
- Experience handling HNI / Affluent / Preferred / Priority customers will be preferred.
- Strong understanding of CASA, Term Deposits, Investments, and Third-Party Products .
- Proven track record in customer acquisition, revenue generation and portfolio deepening.
- Strong local network in Chennai.
- Excellent communication, relationship management and selling skills.
- Candidates from Banks, Small Finance Banks, NBFCs or Boutique Wealth Management firms are welcome.
- IRDA certification and NISM certification with valid EUIN will be an advantage.

Interested candidates can share your cvs at [email protected] Thanks!

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