10 - 20 years
0 Lacs
Posted:1 week ago|
Platform:
On-site
Full Time
Hyderabad, Chennai, Kochi, Coimbatore, Trichy, Salem
The Treasury Relationship Manager will be responsible for managing and expanding relationships with High-Net-Worth (HNI) clients within the Wealth Management and Private Banking segment. The role involves offering treasury products, investment solutions, and ensuring high-quality advisory services to meet client financial objectives.
Acquire, manage, and grow relationships with HNI clients by offering treasury and investment-related products.
Understand client financial needs and provide customized solutions aligned with their investment goals.
Cross-sell treasury products such as Forex services, structured products, mutual funds, fixed-income solutions, etc.
Maintain strong relationships with existing clients and ensure prompt resolution of queries.
Ensure compliance with regulatory, risk management, and internal policy guidelines.
Coordinate with internal teams and product specialists to deliver best-in-class client experience.
Meet revenue targets and contribute to the branch/business units overall performance.
Strong understanding of treasury and investment products.
Excellent communication, relationship-building, and advisory skills.
Proven track record of managing high-value client portfolios.
Ability to work in a fast-paced, target-driven environment.
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