Elite Relationship Manager

1 month ago


Himatnagar, India TEKPILLAR SERVICES Full time

As aElite Relationship Manager you will be responsible for managing theHigh Net Worth Individual (HNI) client portfolio deliveringunparalleled service and driving businessgrowth..

As a EliteRelationship Manager your main responsibility is to nurturerelationships with 3 to 4 High Net worth Individuals (HNIs) daily.Provide personalized financial solutions conduct client visits andensure a seamless bankingexperience.

Position:Elite RelationshipManager

Department:BranchBanking

Experience:5 to 9 Years in the Core Retail Liability Banking SalesDepartment

PayRoll: On RollPermanent

Qualification:Bachelors degree in anystream

JobRoles andResponsibilities:

  • Developsnew and expands existing High Net worth Customer relationships forliabilities and commercialassets
  • Ensures high levelsof customer service orientation and application of bankpolicy
  • Crosssells existingbank products tocustomers
  • Informs customers ofnew products or product enhancements to further expand the bankingrelationship
  • Plans and conductsspecial sales initiatives and events for prospective and existingclients
  • Coordinates withother group companies to provide seamless access to otherproducts
  • Maintains completerelationship record for assigned customeraccounts
  • Tracks customercomplaints/queries and turnaround times for customersatisfaction

KeySkillsRequired:

  • GoodCommunicationSkills
  • Proven experience inclient acquisition and premium accountmanagement.
  • Strong sales andnegotiationskills.
  • Knowledge of businessbanking products and financialmarkets.
  • Excellentcommunication and presentationskills.

How toApply:

Kindly share yourupdated resume on

BranchBanking,Core Banking,Retail Liability,New ClientAcquisitions,HNI,Portfolio Management,CrossSelling,Insurance,Mutual Funds,Fixed Deposits,ClientRelationship



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