Elite Relationship Manager

About the Role

The Elite Relationship Manager is responsible for managing high‑value customers under the Elite/Privileged Banking segment. The role focuses on delivering superior service, deepening banking relationships, generating revenue across product lines, and acquiring new premium customers for the branch.

Responsibilities

• Portfolio Management & Customer Engagement
• Manage a portfolio of Elite/Privileged customers with a focus on balance build‑up, cross‑sell, and relationship deepening.
• Conduct regular engagement activities, meetings, and financial reviews to assess customer needs.
• Provide customized solutions across banking, investments, insurance, and lending products.
• Business Development & Acquisition
• Source and acquire new Elite segment customers through branch walk‑ins, references, corporate connects, and market networking.
• Id...