Associate, Treasures Relationship Manager, Consumer Banking Group
Core
Acquire and manage high-net-worth Treasures clients (AUM >= INR 10M-20M) to drive volume, revenue, and product penetration through need-based relationship management and cross-selling.
Role type
Associate Relationship Manager (Consumer Banking/Private Wealth)
Builds
Client portfolios, AUM growth, and product adoption for elite Treasures segment
Domain
Consumer Banking / Private Wealth Management
Deliverable
client delivery
Required skills
relationship management, cross-selling, up-selling, AUM growth, regulatory compliance (AML/KYC), due diligence, client retention, product strategy execution
Preferred skills
lifestyle banking propositions, event organization, market analysis, team collaboration
Technologies
I-Banking, M-Banking, Online MF, Debit Card
Responsibilities
Acquire and upgrade Treasures clients; engage existing customers to deepen wallet share; achieve monthly/annual volume and revenue objectives; ensure activation of e-Channels; manage client trust and loyalty; ensure regulatory compliance and risk reviews; organize elite engagement events; coordinate with internal teams for portfolio reviews.
Seniority
Associate, hands-on IC