Senior Associate, Treasures Relationship Manager, Consumer Banking Group
Core
Acquire and manage elite 'Treasures' clients (AUM > INR 20M) to drive volume and revenue through cross-selling and up-selling of banking products.
Role type
Senior Associate Relationship Manager (Private Banking/Wealth Management)
Builds
Deposit accounts, investment portfolios, insurance policies, and credit products for High Net Worth Individuals.
Domain
Consumer Banking / Private Wealth Management in India
Deliverable
client delivery
Required skills
HNI sales, wealth management, relationship management, financial planning, regulatory compliance (KYC/AML), product strategy execution
Preferred skills
AMFI/IRDAI/FEDAI/BCSBI certifications, MBA, lifestyle event planning
Technologies
I-Banking, M-Banking, Online MF platforms
Responsibilities
Acquire and upgrade Treasures clients, deepen wallet share via retention and growth, achieve revenue objectives, ensure e-Channel activation, organize elite lifestyle engagement events, conduct portfolio reviews with specialists, ensure regulatory compliance and risk reviews.
Seniority
Senior, hands-on IC