Assistant Vice President

DBS Bank

6 - 13 years

35 - 40 Lacs

pune

Posted:-1 days ago| Platform:

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Skills Required

relationship management hni sales service delivery wealth management analytical financial planning banking customer experience assistant vice president investment

Work Mode

Work from Office

Job Type

Full Time

Job Description

Establish, manage, and grow the TRV of Treasures Private Client segment by acquiring and nurturing the clients having AUM => INR 6cr
Acquiring new set of promoters in small, mid, and large corporate segments / Family office/HNI to improve the overall AUM
A significant part of the role will be to identify and secure new clients to increase AUM. This can also be achieved by bringing an existing book of clients over to transfer the AUM. All the functions of this role must be carried out in such a way that adheres to all compliance and regulatory requirements
Ensure complete knowledge of all products & services through continuous skill and knowledge improvement
Provide feedback on market, competition, and products, suggest innovations & ideas for continuous product and service improvements
Use financial acumen and investment expertise to review a clients information, work closely with the Research and Advisory team to provide superior investment solutions thereby helping the client reach short-term and long-term investment goals, and seamlessly align service delivery for an enhanced customer experience

Requirements:

Experience in HNI Sales / Wealth Management / Private Banking segment and handling an investment book of min 200cr INR
The ideal candidate will have previous Private Banking experience, should have existing relationship with key corporates, family offices, and distributors and bring along with a transferable book of discretionary managed investments
MBA / CA or equivalent from a premium institute
Sound understanding of financial planning and wealth management products in India
In-depth knowledge of local market and competition

Core Competencies

Effective probing and listening skills
Strong Relationship Management and influencing skills
Self-driven and ambitious
Good written and verbal communication skills
Results-oriented, analytical and ability to deliver results under pressure
Understanding of competitive positioning
Strong service orientation, customer-centric behavior

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