Ideal candidate: Graduate/Postgraduate, preferably MBA, with
10+ years of experience in HNI Sales, Wealth Management, Private Banking, or similar segments , solid financial product knowledge, relationship-building and influencing skills, and a results-driven, customer-centric approach.
Responsibilities We are looking for an experienced
Treasures Relationship Manager
to acquire, manage, and deepen relationships with
HNI/UHNI clients , driving AUM growth, revenue, and product penetration through a need-based wealth management approach. Key Responsibilities: Acquire and upgrade quality Treasures clients and grow AUM through strong relationship management. Drive cross-sell and up-sell across investments, insurance, deposits, lending, and other wealth products. Conduct regular portfolio reviews and collaborate with Wealth, Investment, and Insurance specialists. Deliver exceptional client service and build long-term, trusted relationships. Identify market opportunities and strengthen wallet share through proactive engagement and exclusive client events. Ensure adherence to
KYC, AML, regulatory, and internal compliance requirements .

📌 Manager (India)
🏢 CLIENT OF LIVE CONNECTIONS
📍 India