Elite Relationship Manager

Role & responsibilities

• Acquire and manage Elite / Affluent customers for the bank.
  
• Drive CASA (Current Account & Savings Account) growth through new customer acquisition.
  
• Cross-sell banking products such as Mutual Funds, Insurance, Fixed Deposits, Loans, and Investment products.
  
• Build and maintain long-term relationships with high-value customers.
  
• Achieve sales targets for liabilities, investments, and third-party products.
  
• Provide financial advisory and personalized banking solutions to elite customers.
  
• Ensure high customer satisfaction and retention through regular engagement.
  
• Work closely with the branch team to identify and convert affluent leads.