Senior Associate , Treasures Relationship Manager,Consumer Banking Group
Core
Acquire and manage elite 'Treasures' clients with high AUM (INR 10M+) to drive revenue and wallet share through cross-selling and up-selling of banking products.
Role type
Senior Associate Relationship Manager (Consumer Banking)
Builds
Deposit accounts, investment portfolios, insurance policies, credit cards, and personal loans for high-net-worth individuals.
Domain
Consumer Banking / Wealth Management
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Relationship management, cross-selling, up-selling, client acquisition, AUM growth, regulatory compliance (AML/KYC), product knowledge, event planning
Preferred skills
Lifestyle banking propositions, elite client engagement, market analysis
Technologies
I-Banking, M-Banking, Online MF, Debit Card platforms
Responsibilities
Acquire and upgrade Treasures clients in branch areas, engage existing customers to deepen wallet share, achieve monthly and annual volume/revenue objectives, ensure activation of e-Channels, organize exclusive lifestyle and engagement events, resolve customer queries and complaints, coordinate with specialist teams for portfolio reviews, ensure internal and regulatory compliance.
Seniority
Senior Associate, hands-on IC