Elite Relationship Manager

About the Role

The Elite Relationship Manager is responsible for managing highvalue customers under the Elite/Privileged Banking segment. The role focuses on delivering superior service, deepening banking relationships, generating revenue across product lines, and acquiring new premium customers for the branch.

Responsibilities

• Portfolio Management & Customer Engagement
• Manage a portfolio of Elite/Privileged customers with a focus on balance buildup, crosssell, and relationship deepening.
• Conduct regular engagement activities, meetings, and financial reviews to assess customer needs.
• Provide customized solutions across banking, investments, insurance, and lending products.
• Business Development & Acquisition
• Source and acquire new Elite segment customers through branch walkins, references, corporate connects, and market networking.
• Identify business opportunities within existing and new customer families.
• Achieve monthly targets across liabilities, wealth products, thirdparty products, and digital activation.
• Service Excellence & Experience Management
• Act as the single point of contact for all service requirements of Elite customers.
• Ensure timely resolution of queries, complaints, and requests through coordination with internal teams.
• Promote digital banking channels and enhance customer onboarding experience.
• CrossSell & Revenue Generation
• Drive crosssell of investment products, insurance, home loans, personal loans, cards, and business banking solutions.
• Maximize wallet share by understanding customer lifecycle and financial behaviours.
• Achieve asset and liability growth targets aligned with branch goals.
• Compliance & Process Adherence
• Ensure strict adherence to KYC, AML, and regulatory guidelines.
• Maintain high documentation standards and follow internal audit norms.
• Monitor customer transactions and highlight any risk indicators promptly.

Qualifications

• Graduate/Postgraduate with 38 years of experience in banking, wealth management, or relationship management.
• Prior exposure to handling highvalue or privileged segment customers is preferred.
• Strong understanding of asset, liability, and investment products.

Required Skills

• Excellent communication and relationshipbuilding skills.
• Strong sales orientation with ability to meet and exceed business targets.
• Good knowledge of financial products, investment planning, and branch operations.
• High customercentricity and problemsolving approach.
• Strong digital and analytical capability.

Preferred Skills

• Prior exposure to handling highvalue or privileged segment customers is preferred.
• Should be managing portfolio.