Associate Treasures Relationship Manager Consumer Banking Group

You will acquire and upgrade Treasures clients, grow assets under management, and deepen client relationships through suitable banking and wealth-management products. You will review portfolios with specialists, resolve client queries, maintain compliance and due diligence, and organize client-engagement activities.

Responsibilities

• Acquire and upgrade Treasures clients
• Grow assets under management and wallet share
• Achieve volume and revenue objectives
• Activate digital banking channels and grow savings books
• Implement product strategies through relationship management
• Build client trust and loyalty
• Deliver customer service in the local market
• Maintain internal and regulatory compliance
• Conduct due diligence during client onboarding
• Review portfolios with wealth, investment, and insurance specialists
• Resolve customer queries and complaints
• Provide market and product feedback
• Organize client-engagement events

Requirements

• Understand financial planning and wealth management products in India
• Know the local market and competition
• Hold AMFI, IRDAI, or FEDAI certification as an advantage
• Hold a graduate or postgraduate qualification with an MBA in a relevant field
• Understand HNI sales, wealth management products, platforms, and operational procedures
• Understand RBI banking guidelines, KYC requirements, and anti-money-laundering policies
• Know financial markets and products