Analyst, 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
Senior Relationship Manager (Consumer Banking)
Builds
Deposit accounts, investment portfolios, insurance policies, and credit products for elite clients
Domain
Consumer Banking / Wealth Management
Required skills
Financial planning, wealth management, relationship management, cross-selling, up-selling, regulatory compliance (KYC/AML), client acquisition, retention strategies
Preferred skills
AMFI/IRDAI/FEDAI/BCSBI certifications, MBA, knowledge of Indian financial markets
Technologies
I-Banking, M-Banking, Online MF, Debit Card platforms
Responsibilities
Acquire and upgrade Treasures clients, deepen wallet share through retention and growth, achieve monthly/annual revenue objectives, ensure e-Channel activation, organize elite lifestyle events, coordinate with product specialists for portfolio reviews, ensure regulatory compliance and risk reviews
Seniority
Senior, hands-on IC