Senior Relationship Treasures Manager

Roles and Responsibilities :

• Manage relationships with high net worth individuals (HNIs) and non-resident Indians (NRIs) to identify their financial goals and provide tailored investment solutions.
• Develop and maintain a deep understanding of clients' needs, preferences, and risk tolerance to offer personalized wealth management services.
• Collaborate with internal teams to ensure seamless delivery of products such as mutual funds, private banking, priority banking, PMS, NRI services, etc.
• Identify cross-sell opportunities for other banking products and services to increase revenue growth.

Job Requirements :

• 8-16 years of experience in HNI/Wealth Management or related field.
• Strong knowledge of mutual funds sales and distribution channels.
• Excellent communication skills for building strong relationships with clients from diverse backgrounds.