Elite Relationship Manager

We are looking for an experienced and driven Elite Relationship Manager to join Branch Banking Liabilities team. Looking for strong experience in HNI Relationship Management, CASA, Term Deposits, Investments & Insurance, along with a strong local network and a passion for revenue generation, Looking for candidates who are at Chennai only Designation: Elite Relationship ManagerGrade: DM/MBusiness Unit: Branch BankingDivision: LiabilitiesReporting To: Branch ManagerTravel: ExtensiveAcquire new HNI customers and grow the customer book.Build and maintain strong relationships with mapped HNI customers.Deepen CASA and Term Deposit relationships and increase customer wallet share.Cross-sell and upsell banking, investment, insurance, asset referral and digital banking products.Identify customer investment needs and provide suitable, research-based investment solutions.Manage customer portfolios and provide investment advisory to new and existing clients.Drive monthly revenue targets through effective relationship management and product penetration.Generate referrals and develop opportunities from existing and new clientele, including domestic and NR customers.Ensure activation and usage of digital channels including Internet Banking, Mobile Banking and Debit Cards.Monitor customer transactions, service requirements and portfolio quality.Track market trends, competitor offerings, pricing and product developments.Address customer queries and complaints effectively while ensuring a high-quality customer experience.Ensure strict adherence to KYC, AML, audit, compliance and risk management requirements.Work closely with the Branch, Cluster, Regional and Zonal teams to achieve business objectives.Required SkillsStrong HNI/affluent relationship management skills.Proven expertise in CASA, Term Deposits, Investments and Insurance products.Excellent sales, cross-selling and upselling capabilities.Strong local market network and customer acquisition capability.Excellent communication, negotiation and relationship-building skills.Strong analytical, planning and decision-making abilities.Result-oriented approach with a proven ability to achieve revenue targets.Good understanding of market trends and competitor strategies.Strong execution, collaboration and customer service skills.Ability to manage multiple priorities and work in a target-driven environment.Eligibility & ExperiencePost Graduate with 5 to 7 + years of relevant experience in Acquisition / Relationship Management.Candidates from Banking, NBFCs or Boutique Wealth Management firms are preferred.Good knowledge of Investment and Insurance products is essential.Strong track record in HNI/affluent customer acquisition and revenue generation.IRDA Certification & NISM Certification with valid EUIN required.Key Performance AreasCASA Deepening & AMB GrowthCASA NTB AcquisitionTPP Revenue Investments, Insurance & Asset ReferralNTB Customer AcquisitionTerm Deposit Book GrowthAudit, KYC, AML & ComplianceCustomer Group Relationship Penetration .