Elite Banker

Elite Relationship Manager (Inbound)

Designation

Elite Relationship Manager - Inbound

Department

Elite Banking

Job Purpose

To manage and service affluent customers sourced through branch and inbound banking channels while delivering superior customer experience.

Key Responsibilities

• Manage Elite customer portfolio.

• Deepen relationships through investment and banking solutions.

• Cross-sell CASA, Investments, Insurance and Lending products.

• Deliver high-quality customer service and portfolio growth.

• Achieve revenue and customer retention targets.

• Ensure compliance with bank policies.

• Service walk-in customers across all segments, ensuring prompt and courteous assistance.

• Generate leads for New-To-Bank (NTB) customers and actively cross-sell financial products.

• Act as a backup to the Personal Banker during peak hours or absences.

• Handle non-transactional servicing tasks such as audit support and reconciliation of branch accounts.

• Resolve customer queries efficiently and professionally.

• Identify and capitalize on business opportunities sensed during customer interactions.

• Deliver a high-quality customer experience to encourage retention and positive word-of-mouth.

• Ensure compliance with internal policies and regulatory guidelines.