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Treasures Relationship Manager

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Onsite

Treasures Relationship Manager

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Treasures Relationship Manager

Skills

Financial Planning

1 month ago

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Important information


Contract type:

Permanent

Location:

Chennai, Tamil Nadu, India

Work mode:

Onsite

Published on:

28 September 2026

What they need


TREASURES RELATIONSHIP MANAGER | HNI & WEALTH MANAGEMENT

We are looking to connect with accomplished Relationship Managers who have built a strong track record in HNI Sales, Wealth Management or Private Banking and have the ability to manage sophisticated client relationships.

📍 Chennai – Anna Salai

📅 Face-to-Face Interview | 30 September 2026

💼 Experience | 10+ Years

The Opportunity

This role involves managing and deepening relationships with High Net-Worth Individuals , understanding their financial objectives and delivering relevant wealth management and investment solutions .

The ideal professional will bring strong market knowledge, a well-established client orientation and the ability to identify opportunities across the HNI / affluent segment.

We Are Looking For

- 10+ years of experience in HNI Sales, Wealth Management or Private Banking

  • Strong understanding of financial planning and wealth management products in India

  • Deep knowledge of the Chennai / local market, HNI ecosystem and competitive landscape

  • Proven ability to build, manage and deepen high-value client relationships

  • Strong client acquisition, retention and portfolio development capabilities

  • Graduate / Post Graduate; MBA in a relevant discipline preferred

Certifications – Added Advantage

AMFI | IRDAI | FEDAI | BCSBI

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