Relationship Manager – HNI/Affluent Banking Staffington

The Corporate Institute; Chennai District; On-site; INR 1,000,000 - 2,100,000; Full time

Job summary

The Corporate Institute in Chennai seeks an Elite Relationship Manager to deepen relationships with HNI and affluent customers, grow CASA and TD business, acquire new customers, and provide investment and insurance solutions. You will cross-sell financial products, manage portfolios, and promote digital banking during day-to-day activities.

Ideal candidates have 5+ years in relationship management or wealth management, strong local Chennai networks, and solid selling and communication skills.

Qualifications

• 5+ years of experience in Relationship Management / Acquisition / Branch Banking / Wealth Management.
• Experience handling HNI / Affluent / Preferred / Priority customers will be preferred.
• Strong understanding of CASA, Term Deposits, Investments, and Third-Party Products.

Responsibilities

• Manage and deepen relationships with mapped HNI/affluent customers.
• Acquire new HNI customers and grow the customer book.
• Drive CASA, TD and overall liability business.
• Cross-sell and upsell banking, investment, insurance and other third-party products.
• Identify customer investment needs and provide appropriate financial solutions.
• Manage customer portfolios and increase wallet share.
• Generate referrals and acquire new-to-bank customers.
• Drive revenue through investments, insurance and asset referrals.
• Activate and promote digital banking and wealth-management channels.
• Ensure high-quality customer service and resolve customer queries effectively.
• Track market trends, competitor activities and customer requirements.
• Ensure adherence to KYC, AML, audit and compliance requirements.

Skills

Relationship Management

Acquisition

Branch Banking

Wealth Management

Communication

Selling

Education

IRDA certification

NISM certification with EUIN

Job description

The Elite Relationship Manager will be responsible for managing and deepening relationships with HNI and affluent customers, growing CASA and Term Deposit (TD) business, acquiring new customers and providing suitable investment and insurance solutions.

Key Responsibilities

• Manage and deepen relationships with mapped HNI/affluent customers.
• Acquire new HNI customers and grow the customer book.
• Drive CASA, TD and overall liability business.
• Cross-sell and upsell banking, investment, insurance and other third-party products.
• Identify customer investment needs and provide appropriate financial solutions.
• Manage customer portfolios and increase wallet share.
• Generate referrals and acquire new-to-bank customers.
• Drive revenue through investments, insurance and asset referrals.
• Activate and promote digital banking and wealth-management channels.
• Ensure high-quality customer service and resolve customer queries effectively.
• Track market trends, competitor activities and customer requirements.
• Ensure adherence to KYC, AML, audit and compliance requirements.

Ideal Candidate Profile

• 5+ years of experience in Relationship Management / Acquisition / Branch Banking / Wealth Management.
• Experience handling HNI / Affluent / Preferred / Priority customers will be preferred.
• Strong understanding of CASA, Term Deposits, Investments, and Third-Party Products.
• Proven track record in customer acquisition, revenue generation and portfolio deepening.
• Strong local network in Chennai.
• Excellent communication, relationship management and selling skills.
• Candidates from Banks, Small Finance Banks, NBFCs or Boutique Wealth Management firms are welcome.
• IRDA certification and NISM certification with valid EUIN will be an advantage.