{"@context":"https://schema.org","@type":"JobPosting","title":"Elite Relationship Manager, platinum relationship manager","description":"

Role & responsibilities The Platinum Relationship Manager is responsible for managing and growing a portfolio of affluent and high-net-worth (HNI) customers by delivering personalized financial solutions and exceptional relationship management. The role involves acquiring new Platinum customers, deepening existing client relationships, understanding customers' financial goals, and offering a comprehensive range of banking and wealth products, including CASA, fixed deposits, mutual funds, insurance, PMS, bonds, structured products, forex, and lending solutions. The incumbent is expected to drive portfolio growth through proactive client engagement, cross-selling, and referrals while ensuring high service standards, regulatory compliance, and achievement of business targets. Strong relationship-building, wealth advisory, and sales skills are essential to maximize customer satisfaction, retention, and revenue generation.

Preferred candidate profile

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