Associate, Treasures Relationship Manager, Consumer Banking Group
Core
Acquire and manage high-net-worth 'Treasures' clients (AUM > INR 20 Million) to drive revenue, deepen wallet share, and ensure product penetration through cross-selling and up-selling.
Role type
Associate Relationship Manager (Consumer Banking)
Builds
Wealth management products, investment solutions, insurance, and banking services for elite clients
Domain
Consumer Banking / Private Wealth Management
Deliverable
client delivery
Required skills
relationship management, cross-selling, up-selling, AUM growth, client acquisition, regulatory compliance, risk review, due diligence, event management
Preferred skills
knowledge of economic and financial markets, product strategy execution
Technologies
I-Banking, M-Banking, Online MF, Debit Card
Responsibilities
Acquire and upgrade quality Treasures clients in branch areas; Engage with existing customers to deepen wallet share; Achieve monthly and annual volume and revenue objectives; Ensure activation of e-Channels and savings book growth; Develop client trust and loyalty through lifestyle propositions; Ensure internal and regulatory compliance; Organize exclusive lifestyle and engagement events for prospect generation and relationship entrenchment
Seniority
Associate, individual contributor