Elite Relationship Manager

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

Industry: Banking / Financial Services

Job Location: Across Chennai

CTC: Up to 11 LPA

Job Description:

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.

Key Responsibilities:

Acquire new customers and increase portfolio book size.

Build and maintain relationships with existing and new Domestic & NRI clients.

Generate new business and customer referrals.

Cross-sell and upsell banking products, asset products, and digital wealth management services.

Understand clients' investment needs and provide research-based investment advice.

Handle client queries and provide suitable investment solutions.

Manage client portfolios and achieve monthly revenue targets.

Provide investment advisory services to existing and new customers.

Maintain high-quality sales and customer service standards.

Provide market feedback on products, pricing, and competitor activities.

Candidate Requirements:

Experience in HNI Banking / Wealth Management / CASA / Relationship Management.

Strong customer acquisition and relationship management skills.

Good communication and sales abilities.

Ability to achieve business and revenue targets.

Interested Candidates:

Email:

WhatsApp: 80hidden_mobile4