Analyst, Treasures Relationship Manager

3 - 7 years

0 Lacs

Posted:2 months ago| Platform: Shine logo

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On-site

Job Type

Full Time

Job Description

Role Overview: As a Relationship Manager at DBS Consumer Banking Group, your primary responsibility will be to drive exceptional volume and revenue performance by acquiring and engaging with DBS Treasures clients with a total relationship value of INR 30 lakhs or more. You will need to adopt a need-based approach to ensure client coverage, product penetration, cross-selling, and up-selling of DBS products and services. Your role will also involve implementing product strategies effectively, building client trust and loyalty, delivering exemplary customer service, and ensuring internal and regulatory compliance. Key Responsibilities: - Acquiring and upgrading quality Treasures clients - Deepening wallet share with existing customers - Achieving annual volume and revenue objectives - Ensuring growth in the savings book and loan book - Managing and growing the total relationship value of elite Treasures clients - Engaging with specialists for portfolio reviews - Maintaining knowledge of products and services - Resolving customer queries and complaints promptly - Providing feedback on market trends, competition, and suggesting innovations for continuous improvement Qualification Required: - Sound understanding of financial planning and wealth management products in India - In-depth knowledge of the local market and competition - Relevant certifications such as AMFI, IRDAI, FEDAI, and BCSBI - Graduate or postgraduate degree with an MBA in a relevant field preferred Additional Details: DBS India emphasizes a culture and behavior that focuses on performance through value-based propositions, customer delight, brand protection, knowledge enhancement, skill development, error-free operations, and speed in execution. This full-time relationship management role is based in Pune, Maharashtra, India, and requires a candidate who can deliver results under pressure while upholding DBS service standards and values.,

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DBS Bank logo
DBS Bank

Banking and Financial Services

Singapore

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