Role:  Elite Relationship Manager (ERM), Bengaluru (Rajajinagar & Jayanagar)

Grade: Deputy Manager / Manager

Business Unit: Retail Banking

Experience: Graduates / Post Graduates with a minimum of 4-8 years of experience in any of the leading Banks in Sales & Business Development.

Job Description

• Effectively Manage Key Branch Relationships
• Responsible for managing more HNI customers and offering them superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross-selling the right products, acquiring family a/c’s, retaining, and enhancing the relationship.
• Responsible for acquiring new Bank Preferred Relationships.
• To be a one-point contact for all his financial needs and services, thus enhancing current relationship value and wallet share which will further increase profitability from these relationships.
• Flagging eligible customers to the HNI portfolio
• Acquire new customers who meet product criteria
• Regular interaction with customers to build rapport to understand and update the profile and their financial needs
• Enhance the Overall value/book size of the portfolio
• Maintain the overall quality/hygiene parameters of the portfolio
• Cross-selling products of the bank based on the customer’s need
• Joint calls are being done along with Supervisor as per the defined process
• Attrition control of customers