Analyst, Treasures Relationship Manager, Consumer Banking Group

Role Overview: As a Wealth Relationship Manager at DBS Consumer Banking Group, your main objective is to deliver exceptional volume and revenue performance by acquiring and engaging with DBS Treasures clients with an AUM greater than INR 20 Million. You will be responsible for ensuring client coverage and product penetration through cross-selling and up-selling of DBS products and services. Your role also involves managing and maintaining the highest customer satisfaction and service levels through proactive client engagement and relationship management. Key Responsibilities: - Acquire and upgrade quality Treasures clients in the branch location areas - Engage with existing customers to deepen the wallet share through retention and growth of AUM - Be accountable for achieving monthly and annual volume and revenue objectives - Ensure activation of e-Channels (I-Banking / M-Banking/ Online MF/Debit Card) and Savings Book growth - Implement and execute product strategies through effective relationship management - Develop client trust and loyalty for entrenched relationships with DBS through lifestyle and beyond banking propositions - Optimize product mix and new-to-product clients for customer level profitability and enhancing client coverage - Drive exemplary customer service in the local market and uphold DBS service standards - Ensure internal and regulatory compliance through strict adherence to DBS sales process and risk reviews - Build appropriate workflows and processes, including doorstep banking, to deliver exemplary service to clients Qualifications Required: - Sound understanding of financial planning and wealth management products in India - In-depth knowledge of the local market and competition - AMFI / IRDAI / FEDAI certified candidates with BCSBI certification would be an added advantage - Graduate / Post Graduate with an MBA in a relevant field Additional Company Details: DBS India focuses on a culture and behaviors that emphasize performance through value-based propositions. As a Wealth Relationship Manager, you are expected to maintain the highest standards of honesty and integrity, deliver results under pressure, and enhance the knowledge base to develop competencies. The company values customer focus, pride, and passion in protecting and enhancing DBS's image and reputation. Role Overview: As a Wealth Relationship Manager at DBS Consumer Banking Group, your main objective is to deliver exceptional volume and revenue performance by acquiring and engaging with DBS Treasures clients with an AUM greater than INR 20 Million. You will be responsible for ensuring client coverage and product penetration through cross-selling and up-selling of DBS products and services. Your role also involves managing and maintaining the highest customer satisfaction and service levels through proactive client engagement and relationship management. Key Responsibilities: - Acquire and upgrade quality Treasures clients in the branch location areas - Engage with existing customers to deepen the wallet share through retention and growth of AUM - Be accountable for achieving monthly and annual volume and revenue objectives - Ensure activation of e-Channels (I-Banking / M-Banking/ Online MF/Debit Card) and Savings Book growth - Implement and execute product strategies through effective relationship management - Develop client trust and loyalty for entrenched relationships with DBS through lifestyle and beyond banking propositions - Optimize product mix and new-to-product clients for customer level profitability and enhancing client coverage - Drive exemplary customer service in the local market and uphold DBS service standards - Ensure internal and regulatory compliance through strict adherence to DBS sales process and risk reviews - Build appropriate workflows and processes, including doorstep banking, to deliver exemplary service to clients Qualifications Required: - Sound understanding of financial planning and wealth management products in India - In-depth knowledge of the local market and competition - AMFI / IRDAI / FEDAI certified candidates with BCSBI certification would be an added advantage - Graduate / Post Graduate with an MBA in a relevant field Additional Company Details: DBS India focuses on a culture and behaviors that emphasize performance through value-based propositions. As a Wealth Relationship Manager, you are expected to maintain the highest standards of honesty and integrity, deliver results under pressure, and enhance the knowledge base to develop competencies. The company values customer focus, pride, and passion in protecting and enhancing DBS's image and reputation.