Senior Manager Elite Banking at Exim Bank, August 2025

Position Title: Senior Manager – Elite Banking

This position is responsible for leading a team of Elite Relationship Managers (RMs) to provide tailored financial solutions and exceptional service to high-net-worth individuals. The goal is to address clients’ unique financial needs, drive business growth, and cultivate lasting client relationships.

Key Responsibilities:

• Oversee the acquisition, development, and retention of Elite Banking clients through Elite RMs.

• Achieve fee income targets by managing both existing and new-to-bank (NTB) Elite client portfolios, ensuring profitability.

• Build strong personal and professional relationships with clients to understand and support their long- and short-term financial goals.

• Enhance client satisfaction and loyalty by delivering customized financial advice and services.

• Mentor and coach team members daily to improve planning, prioritization, skills, and mindset.

• Serve as a direct supervisor to assigned support staff, ensuring resources are aligned to provide top-tier service to Elite clients.

• Develop strategic partnerships that offer exclusive benefits and discounts for Elite clients.

• Conduct periodic reviews of client financial portfolios to ensure alignment with their goals.

• Seek out and develop new business opportunities from current and potential clients.

• Collaborate with internal departments to deliver comprehensive and cohesive financial services.

• Keep up with market trends and product innovations to offer timely and relevant advice.

• Ensure all activities comply with internal policies and regulatory standards.

• Carry out any additional tasks assigned.

Qualifications & Experience:

• A bachelor’s degree in Finance, Business Administration, or a related discipline.

• Minimum of 5 years’ experience in a similar role within the banking or financial industry.

• Strong communication and interpersonal skills.

• Proven expertise in managing high-value client relationships.

• Solid understanding of a wide range of financial products and services.

• Strong analytical and problem-solving capabilities.

• Professionalism, discretion, and the ability to maintain client confidentiality.

• Self-driven and capable of working both independently and collaboratively.

Application Instructions:

CLICK HERE TO APPLY