Associate, 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 products.
Role type
Associate Relationship Manager (Consumer Banking)
Builds
Deposit accounts, investment portfolios, insurance, mortgages, and credit cards 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 products, relationship management, regulatory compliance (KYC/AML), market analysis
Preferred skills
AMFI/IRDAI/FEDAI/BCSBI certifications, MBA
Technologies
I-Banking, M-Banking, Online MF, Debit Card platforms
Responsibilities
Acquire and upgrade Treasures clients, deepen wallet share via retention and growth, achieve monthly/annual revenue objectives, ensure e-Channel activation, organize elite lifestyle events, resolve customer complaints, conduct portfolio reviews with specialists
Seniority
Associate, individual contributor