Elite Relationship Manager for Leading Bank @ Chennai

The Banyan HR Consults Chennai; Chennai District; On-site; INR 990,000 - 1,210,000; Full time

Job summary

The Banyan HR Consults Chennai is seeking an Elite Relationship Manager (ERM) for HNI and wealth management in Chennai. The role focuses on acquiring new customers, managing HNI, Domestic & NRI relationships, and delivering investment solutions.

You will handle portfolio management and drive revenue targets with a client-centric approach. Candidates should have experience in HNI banking or wealth management, strong sales and relationship skills, and the ability to meet monthly targets.

Qualifications

• 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.

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.

Skills

HNI Banking

Wealth Management

Relationship Management

Customer Acquisition

Sales Abilities

Job description

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

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.