Manage and strengthen relationships with HNI, Ultra HNI, and corporate clients while acquiring new clients to expand the treasury portfolio. Drive the sale of Treasury, Forex (FX), Wealth Management, Investment, and Cash Management products by providing tailored treasury and investment advisory aligned with clients’ financial goals. Monitor client portfolios, recommend suitable financial solutions, and identify cross-selling opportunities for banking, insurance, mutual funds, and other investment products. Collaborate with Treasury, Credit, Operations, and Compliance teams to ensure seamless execution of client transactions and services. Prepare client proposals, pricing strategies, and portfolio review presentations while ensuring the timely execution of treasury transactions and client requests. Consistently achieve revenue, Assets Under Management (AUM), and business growth targets while maintaining compliance with RBI regulations, KYC/AML guidelines, and internal policies. Build and nurture long-term client relationships by delivering exceptional service and proactive financial guidance.