Job Description

Job Title: Elite Relationship Manager (ERM) – HNI / Wealth Management

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Industry: Banking / Financial Services

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Job Location: Across Chennai

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CTC: Up to ₹11 LPA

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Job Description:

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We are hiring Elite Relationship Managers (ERM) for a leading bank across Chennai. Candidates will be responsible for acquiring new customers, managing HNI / Domestic & NRI client relationships, portfolio management, and providing investment solutions.

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Key Responsibilities:

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- Acquire new customers and increase portfolio book size.
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- Build and maintain relationships with existing and current Domestic & NRI clients.
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- Generate new business and customer referrals.
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- Cross-sell and upsell banking products, asset products, and digital wealth management services.
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- Understand clients' investment needs and provide research-based investment advice.
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- Handle client queries and provide suitable investment solutions.
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- Manage client portfolios and achieve monthly revenue targets.
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- Provide investment advisory services to existing and new customers.
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- Maintain high-quality sales and customer service standards.
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- Provide market feedback on products, pricing, and competitor activities.
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Candidate Requirements:

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- Experience in HNI Banking / Wealth Management / CASA / Relationship Management.
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- Strong customer acquisition and relationship management skills.
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- Good communication and sales abilities.
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- Ability to achieve business and revenue targets.
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Interested Candidates:

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Email: [email protected]

📌 Elite Relationship Manager for Leading Bank @ Chennai (Salem)
🏢 THE BANYAN HR CONSULTS CHENNAI
📍 Salem