Analyst, Treasures Relationship Manager

Role Overview: As a Relationship Manager in DBS Consumer Banking Group, your main responsibility will be to deliver exceptional volume and revenue performance by acquiring and engaging with DBS Treasures clients with AUM greater than INR 20 Million. You will focus on ensuring client coverage and product penetration through cross-selling and upselling of DBS products and services. Your role will also involve managing and maintaining high customer satisfaction 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 relationship with DBS through lifestyle and beyond banking propositions - Ensure optimum product mix and new-to-product clients aimed at 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, timely risk reviews, and exercising due diligence while onboarding - Deliver exemplary service delivery by building appropriate workflows and processes including doorstep banking 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 certification with BCSBI certification would be an added advantage - Graduate / Post Graduate with MBA in a relevant field Additional Details: DBS India is committed to a culture of performance through value-based propositions. By focusing on customer delight and reducing complaints, you will contribute to building pride and passion to protect, maintain, and enhance DBS's image and reputation. Continuous enhancement of knowledge base, skill sets, and competencies will be encouraged, along with maintaining the highest standards of honesty and integrity.,