Senior Associate, Treasures Relationship Manager, Consumer Banking Group
Core
Acquire and manage high-net-worth 'Treasures' clients (AUM > INR 20M) to drive volume and revenue through cross-selling and up-selling of banking products.
Role type
Senior Associate, Treasures Relationship Manager
Builds
AUM growth and wallet share for elite client segment
Domain
Consumer Banking / Private Wealth Management
Deliverable
client delivery
Required skills
HNI sales, wealth management, relationship management, product penetration, regulatory compliance (AML/KYC), market analysis
Preferred skills
AMFI/IRDAI/FEDAI/BCSBI certifications, MBA
Technologies
I-Banking, M-Banking, Online MF, Debit Card platforms
Responsibilities
Acquire and upgrade Treasures clients, deepen wallet share via retention/growth, achieve revenue objectives, activate e-Channels, organize elite lifestyle events, ensure regulatory compliance, coordinate with product specialists
Seniority
Senior, hands-on IC