Elite Relationship Manager- Liabilities

Role & responsibilities

• Client Acquisition & Relationship Management  Identify, acquire, and onboard HNI clients through direct sourcing, referrals, and networking.
• Liabilities Portfolio Management  – Cross-sell and upsell CASA, term deposits, structured deposits, and other liability products to maximize portfolio size and profitability.
• Revenue Generation  – Achieve sales and income targets from liabilities and related third-party products (e.g., insurance, investments).
• Service Excellence  – Provide personalized banking solutions and ensure high standards of client servicing and issue resolution.
• Compliance & Risk Management  – Adhere to all regulatory guidelines, KYC / AML norms, and internal policies while managing customer portfolios.
• Market Intelligence  – Track competition offerings, market trends, and customer needs to drive targeted business development strategies.

Skills Required

Casa, direct sourcing, referrals, Networking