Client Relationship Manager- ERM/PRM/WRM

Bank Zone Staffing Solutions; Chennai District; On-site; INR 300,000 - 540,000; Full time

Job summary

Bank Zone Staffing Solutions in Chennai is seeking a customer-focused professional to manage high net-worth client relationships and drive CASA growth in a dynamic banking environment.

The role requires 2+ years in CASA/RM, graduate qualification, strong communication, and a target-driven attitude to advise clients on banking, insurance, and investment products while ensuring compliance.

Qualifications

• 2+ years in CASA / RM
• Graduate with sales/relationship experience
• Strong communication and client handling skills
• Target-driven with advisory skills
• Age 21 to 31

Responsibilities

• Manage HNI/affluent client relationships
• Acquire new customers and grow CASA
• Cross-sell banking, insurance & investment products
• Provide wealth advisory & portfolio solutions
• Achieve sales and revenue targets
• Ensure compliance and high service standards

Skills

HNI RM

Sales & advisory

Communication

Target driven

Age 21–31

Education

Graduate

Job description

Responsibilities

• Manage HNI/affluent client relationships
• Acquire new customers and grow CASA
• Cross-sell banking, insurance & investment products
• Provide wealth advisory & portfolio solutions
• Achieve sales and revenue targets
• Ensure compliance and high service standards

Required Candidate profile

• Exp.: 2+ yrs exp in CASA / RM
• Graduate with sales/relationship management experience.
• Strong communication and client handling skills.
• Target-driven with advisory skills.
• AGE: 21 to 31