Vice President, Treasures Private Client Relationship Manager, Consumer Banking Group
Core
Lead and grow the Treasures Private Client segment by acquiring and nurturing High Net Worth Individuals (HNIs) and corporate promoters with a Total Relationship Value (TRV) of 6cr INR and above.
Role type
Senior Vice President, Private Banking / Wealth Management
Builds
AUM for HNI clients, promoters, family offices, and corporate segments
Domain
Consumer Banking / Wealth Management / Private Banking in India
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
HNI sales, wealth management, private banking, business development, financial acumen, investment expertise, relationship management, corporate promoter acquisition, family office engagement, regulatory compliance, product knowledge, market analysis
Preferred skills
Existing relationships with key corporates, family offices, and distributors, transferable book of discretionary managed investments, MBA/CA from premium institute
Technologies
N/A
Responsibilities
Establish and grow TRV of Treasures Private Client segment, acquire new promoters in small/mid/large corporate segments, identify and secure new clients to increase AUM, provide feedback on market and competition for product improvements, review client information to provide superior investment solutions
Seniority
Senior, hands-on IC with leadership capabilities