Manager
Client Of Live Connections · Chennai g.p.o., India
FULL TIMEpermanent
Job Description
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.Details
| Company | Client Of Live Connections |
| Location | Chennai g.p.o., India |
| Type | FULL TIME |
| Niche | general |
| Experience | permanent |