Senior Associate Treasures Relationship Manager

You will acquire and upgrade Treasures clients, grow assets under management, and deepen client relationships through needs-based product recommendations. You will review portfolios with wealth, investment, and insurance specialists, resolve customer issues, activate digital banking channels, uphold service standards, and comply with sales, KYC, AML, and risk procedures.

Responsibilities

• Acquire and upgrade Treasures clients
• Grow assets under management and wallet share
• Achieve monthly and annual volume and revenue targets
• Activate digital banking channels and grow savings balances
• Execute product strategies through relationship management
• Build client trust and loyalty
• Deliver customer service and resolve customer complaints
• Conduct portfolio reviews with wealth, investment, and insurance specialists
• Provide market, competition, and product feedback
• Comply with sales processes, KYC, AML, regulatory requirements, and risk reviews
• 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 BCSBI certification as an advantage
• Hold a graduate or postgraduate qualification, preferably an MBA in a relevant field
• Demonstrate relationship management, influencing, listening, communication, analysis, and problem-solving skills
• Understand wealth management products, banking regulations, KYC requirements, AML policies, financial markets, and financial products