Senior Associate, Treasures Relationship Manager, Consumer Banking Group

• that team objectives are met through an environment that nurtures harmony and collaboration through teamwork
• Work closely with the Line Manager and City / Cluster Head to ensure achievement of common team and Branch objectives.
• Ensure internal and regulatory compliance and address operational risks if any, e.g. Health & Safety standards, security of premises, AML / KYC and ongoing risk reviews.
• To exercise appropriate due diligence while on-boarding and engaging with clients.
• Establish DBS as a primary banker for clients and as a prominent wealth management provider in India.
Organize exclusive lifestyle, sports , music and such other elite engagement events and activities for prospect generation , entrench existing relationship and reinforce the DBS brand in the Private Wealth management space

Requirements

• 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 local market and competition.
AMFI / IRDAI / FEDAI certified candidates with BCSBI certification would be an added advantage

Education / Preferred Qualifications

Core Competencies

• Effective probing and listening skills.
• Strong Relationship Management and influencing skills
• Self-driven and ambitious.
• Good written and verbal communication skills
• Results-orientated & the ability to deliver results under pressure
• Understanding of competitive positioning
• Strong service orientation, customer-centric behavior.
• Focused on developing image and good will of the brand
• Creative, inquisitive mind with problem solving abilities.
• Ability to deliver results within tight timelines.
Attention to details, analyzing abilities.

Technical Competencies

• Understanding of HNI Sales/ wealth management product suite, platforms and operational procedures
• Understanding of banking and para-banking guidelines issued by RBI (local regulations in India) and local laws and regulations that impact businesses in general.
• Understanding of KYC requirements & Anti-money Laundering Policies.
Knowledge of financial markets and products to assist in meaningful engagement with clients.

Work Relationship

• Management of clients and prospects for acquisition and deepening of wallet share.
• Close interaction with Treasures Elite Team Leader, City / Cluster Head, Branch Service and Operations team to ensure consistent delivery of volume and revenue targets.
Close and regular interaction with Branch Product specialists for effective skill / knowledge development of self and explore potential in existing book through joint engagement with clients.

Mandatory Training

• GCAP (Group Customer Acceptance Policy)
• BCAP (Business Customer Acceptance Policy)
• AML (Anti Money Laundering) and KYC Guidelines
• PIP (Personal Investment Policy)
• ORM (Operational Risk Management)
Information Security Policy

DBS India - Culture & Behaviours

• Performance through Value Based Propositions
• Ensure customer focus by delighting customers & reduce complaints
• Build pride and passion to protect, maintain and enhance DBS’ image and reputation
• Enhance knowledge base, build skill sets & develop competencies
• Execute at speed while maintaining error free operations
• Maintain the highest standards of honesty and integrity

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