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
Wealth management products, deposits, investments, insurance, mortgages, credit cards, and personal loans for elite clients.
Domain
Consumer Banking / Wealth Management in India
Required skills
Financial planning, wealth management products, relationship management, cross-selling, up-selling, regulatory compliance (KYC/AML), client acquisition, retention, AUM growth, product strategy execution, market analysis, due diligence.
Preferred skills
AMFI/IRDAI/FEDAI/BCSBI certifications, MBA in relevant field, knowledge of local market and competition, lifestyle event organization.
Technologies
I-Banking, M-Banking, Online MF, Debit Card platforms, DBS product suite.
Responsibilities
Acquire and upgrade quality Treasures clients; deepen wallet share through retention and growth of AUM; achieve monthly and annual volume and revenue objectives; ensure activation of e-Channels and savings book growth; implement product strategies; develop client trust and loyalty; ensure internal and regulatory compliance; resolve customer queries and complaints; organize exclusive lifestyle and engagement events; coordinate with specialist teams and branch leadership.
Seniority
Senior, hands-on IC