Analyst, 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, investment, and insurance products.
Role type
Senior Relationship Manager (Consumer Banking)
Builds
Deposit accounts, investment portfolios, insurance policies, and credit products for elite clients
Domain
Consumer Banking / Wealth Management
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Financial planning, wealth management product knowledge, relationship management, cross-selling, up-selling, regulatory compliance (KYC/AML), client acquisition, retention strategies
Preferred skills
AMFI/IRDAI/FEDAI/BCSBI certifications, MBA, knowledge of Indian financial markets
Technologies
I-Banking, M-Banking, Online MF platforms, Debit Card systems
Responsibilities
Acquire and upgrade Treasures clients with AUM > INR 10M; Engage existing customers to deepen wallet share; Achieve monthly and annual volume and revenue objectives; Ensure activation of e-Channels and savings book growth; Organize elite lifestyle and engagement events for prospect generation; Coordinate with Wealth/Investment/Insurance specialists for portfolio reviews; Ensure internal and regulatory compliance including AML/KYC and risk reviews
Seniority
Senior, hands-on IC