Manager

Client of Live Connections · India

Ideal candidate : Graduate/Postgraduate, preferably MBA, with 10+ years of experience in HNI Sales, Wealth Management, Private Banking, or similar segments , strong 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 .