About this role
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.