Associate, Treasures Relationship Manager, Consumer Banking Group

10 - 14 years

0 Lacs

Posted:19 hours ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

You will be responsible for acquiring and engaging with DBS Treasures clients with AUM => INR 20 Million through a need-based approach to ensure client coverage and product penetration by cross-selling and up-selling DBS products and services. You will manage and maintain the highest customer satisfaction levels through proactive client engagement and relationship management internally with DBS Service, Distribution, and Product team. **Key Responsibilities:** - Acquire and upgrade quality Treasures clients in the branch location areas - Deepen wallet share of existing customers through retention and growth of AUM - Achieve monthly and annual volume and revenue objectives - Activate e-Channels and ensure Savings Book growth - Implement product strategies through effective relationship management - Develop trust and loyalty with clients for entrenched relationship with DBS - Ensure optimum product mix for customer level profitability - Deliver exemplary customer service and uphold DBS service standards - Ensure internal and regulatory compliance through strict adherence to DBS sales process - Provide exemplary service delivery by building appropriate workflows and processes **Qualifications Required:** - Minimum 10 years of experience in HNI Sales/Wealth Management/Private Banking segment - 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 performance through value-based propositions, customer delight, and maintaining the highest standards of honesty and integrity. The company aims to enhance knowledge, build skill sets, and develop competencies among its employees while executing operations at speed with zero errors. Please note that this job is based in India, specifically in Gurgaon, Haryana, and falls under the Relationship Management category. It is a full-time position.,

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DBS Bank logo
DBS Bank

Banking and Financial Services

Singapore

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