Assistant Vice President, Treasures Relationship Manager, Consumer Banking Group
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Assistant Vice President, Treasures Relationship Manager, Consumer Banking Group
About the Role
Greater Delhi, India Area(Gurgaon, India)
The Company is seeking an Assistant Vice President for a Treasures Relationship Manager role within the Consumer Banking Group. The successful candidate will be responsible for delivering exceptional volume and revenue performance by acquiring and engaging with Treasures clients. This involves a need-based approach to ensure client coverage and product penetration through cross-selling and up-selling. The role also requires the management of the highest customer satisfaction and service levels, proactive client engagement, and internal coordination with service, distribution, and product teams. Key accountabilities include acquiring and upgrading quality Treasures clients, deepening wallet share, and achieving monthly and annual volume and revenue objectives. Applicants must have a minimum of 10 years' experience in HNI sales, wealth management, or private banking, with a sound understanding of financial planning and wealth management products in India. In-depth knowledge of the local market and competition is essential, and AMFI, IRDAI, and FEDAI certifications are required. The role demands a self-driven individual with strong relationship management, influencing, and communication skills, who is results-oriented and has a strong service orientation. Technical competencies include an understanding of HNI sales/wealth management product suites, banking and para-banking guidelines, KYC requirements, and anti-money laundering policies. The candidate should be adept at managing client relationships, coordinating with internal teams, and ensuring compliance with regulatory standards.
Functions:
- Sales/Revenue
- Account Management/Optimization
About the Company
Multinational banking and financial services corporation
Industry
Banking
Type
Public Company (D05)
Age
employees
10,001+
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