Elite Relationship Manager

4 - 6 years

6 - 11 Lacs

Posted:3 days ago| Platform: Naukri logo

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Job Type

Full Time

Job Description

Role & responsibilities:

  • Client Acquisition:

  • Identify, target, and onboard new HNI clients for CASA products through referrals, networking, and market intelligence.
  • Achieve monthly and quarterly acquisition and balance build-up targets.
  • Relationship Management:

  • Maintain and strengthen long-term relationships with existing elite customers through regular interactions and service reviews.
  • Ensure high customer satisfaction and retention through personalized engagement.
  • Cross-Selling & Revenue Generation:

  • Identify customer needs and cross-sell banking products such as term deposits, insurance, mutual funds, loans, etc.
  • Achieve assigned revenue and product mix targets through effective portfolio management.
  • Customer Service Excellence:

  • Provide end-to-end banking solutions and act as a one-point contact for elite clients.
  • Resolve customer queries promptly while ensuring compliance with bank policies and regulatory norms.
  • Market Intelligence:

  • Keep abreast of competitors products, pricing, and offers to maintain a competitive edge.
  • Gather client feedback and market insights to recommend product improvements.

Preferred candidate profile:

Current & Savings Account (CASA)

Excellent communication, presentation, and customer service skills
A self-motivated professional who thrives in a performance-driven environment

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