Elite Relationship Manager

6 hours ago

Mumbai Mumbai Suburban Navi Mumbai, India Skillventory Full time ₹ 15,00,000 - ₹ 25,00,000 per year

Role & responsibilities:

  • Acquire and manage a portfolio of HNI / Elite banking customers.
  • Build strong client relationships through regular interactions and understanding financial needs.
  • Provide expert guidance on banking, investment, insurance, and wealth management products.
  • Drive liability balance growth through CASA, Term Deposits, and Investment Products.
  • Cross-sell a range of banking products including Mutual Funds, Life Insurance, Demat, Loans, and Credit Cards.
  • Ensure high customer retention through superior service and timely resolution of queries.
  • Achieve monthly and quarterly business targets for revenue and portfolio growth.
  • Ensure compliance with all bank policies and regulatory norms.
  • Coordinate with internal teams for smooth execution of customer transactions.

Preferred candidate profile:

  • Strong relationship management and networking skills
  • Excellent knowledge of banking and investment products
  • Sound understanding of financial planning and portfolio management
  • Good communication and presentation skills
  • Ability to work under pressure and achieve results.

    Eligibility Criteria:
  • Education: Graduate / Postgraduate in any discipline (MBA preferred)
  • Experience: Minimum 3 years of experience in Liabilities, Priority, or Wealth Relationship Management
  • Candidates from Banking, NBFC, or Wealth Management backgrounds preferred

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