Senior Associate Treasures Relationship Manager Consumer Banking Group

You will acquire and upgrade Treasures clients, manage and grow their assets under management, and deepen relationships through appropriate banking and wealth-management products. You will conduct portfolio reviews with specialists, resolve client queries, meet revenue objectives, uphold service standards, and follow sales, risk, AML, KYC, and regulatory procedures.

Responsibilities

• Acquire and upgrade Treasures clients in branch locations
• Grow assets under management and deepen client wallet share
• Achieve monthly and annual volume and revenue objectives
• Activate digital banking channels and grow savings books
• Implement product strategies through relationship management
• Conduct portfolio reviews with wealth, investment, and insurance specialists
• Resolve customer queries and complaints within agreed turnaround times
• Ensure compliance with sales processes, risk reviews, AML, KYC, and due diligence requirements
• Organize client engagement events for prospect generation and relationship building

Requirements

• Minimum 10 years of experience in HNI sales, wealth management, or private banking
• Understanding of financial planning and wealth management products in India
• In-depth knowledge of the local market and competition
• AMFI, IRDAI, or FEDAI certification is an advantage
• BCSBI certification is an advantage
• Graduate or postgraduate qualification with an MBA in a relevant field
• Knowledge of banking regulations, KYC requirements, anti-money laundering policies, financial markets, and financial products