Job Role: Treasury Relationship Manager
Experience- Min 10 years
Compensation- Upto 24 LPA
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:
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.
Apex Services. Hiring For One of the leading broking firm
0 to 4 Yrs
2.0 - 5 LPA
Kozhikode, Shimoga
broking
securities
stock market
dmat
cross selling
share market
demat
terminal handling
equity advisor
equity dealer
Dear Candidate,
Greetings From "APEX SERVICES"
Designation - Equity Dealer/Equity Advisor
Min Experience -1 YRS & above
CTC- 5.5 lpa+ incentive+ other benefits
Job Description:
Trading on behalf of the clients and Advising clients on market Queries
Building relationships with NRI clients & educating them about Investments
Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, SIP etc)
Skills:-
Minimum Graduation
Should have a sound understanding / knowledge of capital markets.
Should be result-oriented, self-starter, proactive, good communication skills.
Should be certified in Equity Derivative Certificate (NISM 8) - Mandatory.
Kindly reply with an updated CV on apex.shivprabhahr@gmail.com if you are interested in the mentioned Job Role. you can also call on 7991680640.
Dear Candidate,
Greetings From "APEX SERVICES"
Designation - Equity Dealer
Min Experience -1 YRS & above
CTC - UPto- 6 lpa
Job Description:
1. Trading on behalf of the clients and Advising clients on market Queries
2. Building relationships with NRI clients & educating them about Investments
3. Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, SIP etc)
Skills: -
1.Minimum Graduation
2.Should have a sound understanding / knowledge of capital markets.
3.Should be result-oriented, self-starter, proactive, good communication skills.
4.Should be certified in Equity Derivative Certificate (NISM 8) - Mandatory.
Kindly reply with an updated CV on apex.shivprabhahr@gmail.com if you are interested in the mentioned Job Role. you can call also on 7991680640.