Senior Associate, Treasures Relationship Manager, Consumer Banking Group
Core
Acquire and engage high-net-worth Treasures clients (AUM > INR 30 lakhs) to drive volume, revenue, and product penetration through a need-based approach.
Role type
Senior Associate Relationship Manager (Consumer Banking)
Builds
AUM growth, e-channel activation, and product mix optimization for elite client segments
Domain
Consumer Banking / Wealth Management in India
Deliverable
client delivery
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 cross-sell/up-sell, achieve revenue objectives, ensure e-channel activation, manage client onboarding with due diligence, organize elite lifestyle events, coordinate with product specialists and branch teams
Seniority
Senior, hands-on IC