- Job opportunities at Senior Manager Elite Banking Exim Bank
Here is your professionally formatted and unique version of the Job Description, including a structured table for roles and responsibilities:
Job Title: Elite Relationship Manager Team Lead
Department: Elite Banking
Reports To: Head of Wealth & Elite Banking
Location: [Insert Location]
Date: [Insert Date]
Job Purpose
The purpose of this role is to lead and manage a team of Elite Relationship Managers (RMs), ensuring they deliver bespoke financial solutions and superior service to high-net-worth individuals (HNWIs). The role is pivotal in deepening client relationships, driving profitability, and enhancing client loyalty through tailored advice and strategic engagement.
| # | Key Responsibility | Description |
|---|---|---|
| 1 | Client Acquisition & Retention | Guide Elite RMs in acquiring, developing, and retaining Elite Banking clients through strategic relationship management. |
| 2 | Revenue & Profitability Growth | Achieve fee income targets from both New-To-Bank (NTB) and existing portfolios; ensure sustainable portfolio profitability. |
| 3 | Personalized Financial Planning | Understand clients’ personal and professional aspirations to offer financial solutions that align with their short- and long-term goals. |
| 4 | Client Experience & Loyalty | Enhance loyalty by consistently delivering value, addressing client needs, and offering tailored advisory services. |
| 5 | Mentorship & Team Leadership | Coach and mentor Elite RMs through planning, performance tracking, mindset shifts, and knowledge transfer. |
| 6 | Team Management | Oversee designated support staff and ensure optimal team mobilization to deliver best-in-class service. |
| 7 | Strategic Partnerships | Establish exclusive partnerships for Elite clients, offering preferential services and account-based discounts. |
| 8 | Portfolio Reviews | Conduct regular financial portfolio reviews to realign with client goals and market changes. |
| 9 | Business Development | Identify and act on new opportunities with existing and potential Elite clients. |
| 10 | Internal Collaboration | Work closely with product, credit, operations, and other departments to offer holistic solutions. |
| 11 | Market Awareness | Stay abreast of market trends, product innovations, and economic shifts to provide proactive guidance. |
| 12 | Compliance & Risk Management | Ensure adherence to internal policies and regulatory standards in all client dealings. |
| 13 | Additional Duties | Perform any other responsibilities assigned by senior leadership in alignment with business priorities. |
Key Competencies
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Strong leadership and team management skills
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Deep understanding of wealth management and financial advisory services
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Excellent interpersonal and communication abilities
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Strategic thinking with a client-first approach
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High integrity and compliance consciousness
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Ability to thrive in a fast-paced, high-performance environment
Unique Value of the Role
This position serves as a critical bridge between high-net-worth clients and the bank’s bespoke financial services. By combining leadership, personalized client service, and a deep understanding of financial landscapes, the role ensures that the Elite Banking segment not only meets but exceeds the expectations of an exclusive clientele.