We are seeking an experienced Elite Relationship Manager to join our team in Maharashtra. The ideal candidate will be responsible for managing high-net-worth individual (HNI) clients and providing them with exceptional service tailored to their financial needs. This role requires a deep understanding of CASA (Current Account and Savings Account) products and the ability to build and maintain solid relationships with clients.

Key Responsibilities

- Develop and maintain relationships with HNI clients, ensuring their financial needs are met and exceeded.
- Provide expert advice on CASA products and services, helping clients make informed decisions.
- Identify opportunities for cross-selling and upselling financial products to enhance client portfolios.
- Conduct regular reviews of client accounts to ensure satisfaction and address any concerns.




- Collaborate with internal teams to deliver a seamless client experience and resolve any issues that may arise.
- Stay updated on market trends and changes in financial regulations to provide clients with the best advice.

Required Skills

- Strong knowledge of CASA products and services.
- Proven experience in HNI client handling and relationship management.
- Excellent communication and interpersonal skills.
- Ability to work independently and as part of a team.
- Strong analytical and problem-solving skills. If you are passionate about providing exceptional service to high-net-worth clients and have the skills to excel in this role, we encourage you to apply.

This job is provided by Shine.com

📌 Elite Relationship Manager (Pune)
🏢 ACURA SOLUTIONS
📍 Pune