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Treasury Relationship Manager

Treasury Relationship Manager

Live Connections.

10 - 20 years

0 Lacs

chennai salem tiruchirappalli coimbatore kochi hyderabad

Posted:1 week ago| Platform: Shine logo

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Skills Required

hni sales hni client handling wealth management exclusive rm imperia rm nri hni rm treasury relationship manager burgundy rm investment rm

Work Mode

On-site

Job Type

Full Time

Job Description

Job Role: Treasury Relationship Manager

Experience

Compensation

Locations:

Hyderabad, Chennai, Kochi, Coimbatore, Trichy, Salem

Contact Person- Sridevi

Mail- sridevi@livecjobs.com.

Contact Details- 98840 12140

Role Overview:

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.

Key Responsibilities:

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.

Candidate Requirements:

10 years of experience
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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