Analyst, Treasures Relationship Manager, Consumer Banking Group

Overview

Analyst, Treasures Relationship Manager in DBS Consumer Banking Group, responsible for acquiring and growing DBS Treasures clients with AUM of INR 20 million or more through a need-based approach.

What you'll do

• Acquire and upgrade quality Treasures clients in the branch location areas.
• Engage with existing customers to deepen wallet share through retention and growth of AUM.
• Achieve monthly and annual volume and revenue objectives as agreed.
• Ensure activation of e-channels (I-Banking, M-Banking, Online MF, Debit Card) and savings book growth.
• Ensure optimum product mix and new-to-product clients aimed at customer level profitability and client coverage.
• Establish, manage and grow the AUM of the Treasures client segment by acquiring and nurturing clients with AUM of INR 10 million or more.
• Ensure timely portfolio review by jointly engaging with Wealth, Investment and Insurance specialists with clients.
• Maintain complete knowledge of all products and services through continuous skill and knowledge improvement.
• Resolve customer queries and complaints within the agreed TAT as per the DBS customer service policy.
• Provide feedback on market, competition and products, and suggest innovations for product and service improvements.
• Keep attuned to current economic and financial markets to engage effectively with the elite Treasures segment.
• Coordinate with CBG Relationship Manager peers, Service teams and branch Product specialists to meet team objectives.
• Work closely with the Line Manager and City/Cluster Head to achieve common team and branch objectives.
• Ensure internal and regulatory compliance and address operational risks, including health and safety, premises security, AML/KYC and ongoing risk reviews.
• Exercise appropriate due diligence while on-boarding and engaging with clients.
• Establish DBS as a primary banker for clients and a prominent wealth management provider in India.
• Organize exclusive lifestyle, sports, music and other elite engagement events for prospect generation and relationship reinforcement.

What you'll need

• Sound understanding of financial planning and wealth management products in India.
• In-depth knowledge of the local market and competition.
• Graduate or post-graduate qualification, with an MBA in a relevant field preferred.

Nice to have

• AMFI, IRDAI or FEDAI certification, with BCSBI certification as an added advantage.

Details

• Location: Kolkata-DBIL.
• Job: Relationship Management.
• Schedule: Regular.
• Employment status: Full time.