Associate, Treasures Relationship Manager, Consumer Banking Group
Core
Acquire and manage high-net-worth 'Treasures' clients (AUM > INR 20 Million) to drive volume and revenue through cross-selling and up-selling of banking products.
Role type
Associate Relationship Manager (Consumer Banking)
Builds
Deposit accounts, credit cards, personal loans, investments, insurance, and structured solutions for NRIs
Domain
Consumer Banking / Wealth Management
Required skills
Financial planning, wealth management products, relationship management, cross-selling, up-selling, regulatory compliance (KYC/AML), client acquisition, retention strategies
Preferred skills
AMFI/IRDAI/FEDAI/BCSBI certifications, MBA, knowledge of local market and competition
Technologies
I-Banking, M-Banking, Online MF, Debit Card platforms
Responsibilities
Acquire and upgrade quality Treasures clients; Engage with existing customers to deepen wallet share; Achieve monthly and annual volume and revenue objectives; Ensure activation of e-Channels and Savings Book growth; Organize exclusive lifestyle and elite engagement events for prospect generation and relationship entrenchment; Ensure internal and regulatory compliance including AML/KYC and risk reviews.
Seniority
Associate, individual contributor