Roles and Responsibilities :

- Manage a portfolio of high net worth individuals (HNIs) and ultra HNIs, providing personalized wealth management solutions.
- Develop and maintain strong relationships with existing clients to increase wallet share, cross-sell products, and retain business.
- Identify new business opportunities through networking, referrals, and market research to expand the client base.
- Collaborate with internal teams such as investment specialists, product managers, and operations staff to deliver tailored services.

Job Requirements :

- 4-10 years of experience in elite relationship management or similar roles in banking or financial services industry.
- Proven track record of success in handling current accounts, CASA deposits, HNI sales, portfolio management, preferred banking relationships.
- Robust understanding of wealth management principles and practices; ability to develop effective strategies for growing assets under management.

📌 Elite Relationship Manager (Chennai)
🏢 equitas small finance bank
📍 Chennai