Analyst, Treasures Relationship Manager, Consumer Banking Group
Core
Acquire and engage high-net-worth Treasures clients (AUM > INR 20M) to drive volume, revenue, and product penetration through need-based relationship management.
Role type
Senior Relationship Manager (Private Wealth)
Builds
Wealth management products and services for elite clients
Domain
Consumer Banking / Private Wealth Management
Required skills
Relationship management, cross-selling and up-selling, AUM growth strategies, regulatory compliance (AML/KYC), client onboarding due diligence, event planning for client engagement, market analysis, internal coordination
Preferred skills
Knowledge of wealth/investment/insurance products, ability to organize elite lifestyle events, proficiency in local market dynamics
Technologies
CRM systems, banking platforms, risk review tools
Responsibilities
Acquire and upgrade quality Treasures clients in branch areas, manage and grow AUM of elite clients, achieve monthly and annual revenue objectives, ensure internal and regulatory compliance, resolve customer queries and complaints, provide feedback on market and product improvements, coordinate with specialist teams for portfolio reviews, organize exclusive client engagement events
Seniority
Senior, hands-on IC