Treasures Relationship Manager
Core
Acquire and engage high-net-worth Treasures clients (AUM >= INR 20M) to drive volume, revenue, and product penetration through need-based relationship management.
Role type
Senior Relationship Manager (Private Wealth)
Builds
Elite client relationships, AUM growth, and cross-sell/up-sell of banking, investment, and insurance products.
Domain
Consumer Banking / Private Wealth Management
Deliverable
client delivery
Required skills
relationship management, AUM growth strategies, cross-selling, up-selling, regulatory compliance (AML/KYC), due diligence, event planning, market analysis
Preferred skills
knowledge of wealth management products, lifestyle banking propositions, team collaboration
Technologies
I-Banking, M-Banking, Online MF, Debit Card
Responsibilities
Acquire and upgrade Treasures clients; deepen wallet share through retention and growth; achieve volume and revenue objectives; activate e-Channels; ensure regulatory compliance and risk reviews; organize elite engagement events; coordinate with specialist teams for portfolio reviews.
Seniority
Senior, hands-on IC