Treasury Relationship Manager

Job Description

Job Role: Treasury Relationship ManagerExperience- Min 10 yearsCompensation- Upto 24 LPALocations:Hyderabad, Chennai, Kochi, Coimbatore, Trichy, SalemContact Person- SrideviMail-sridevi@livecjobs.com.Contact Details-98hidden_mobile0Role 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:
• Minimum 10 years of experience in HNI Sales, Wealth Management, or Private Banking.
• 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.

Keyskills :
hni saleshni client handlingwealth managementexclusive rmimperia rmnri hni rmtreasury relationship managerburgundy rm