Associate, Treasures Relationship Manager, Consumer Banking Group

Overview

Associate, Treasures Relationship Manager in DBS Consumer Banking Group, acquiring and engaging DBS Treasures clients through a need-based approach to deliver volume and revenue performance.

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 Total Relationship Value (TRV).
• Achieve annual volume and revenue objectives.
• Ensure Savings Book and loan book growth.
• Implement and execute product strategies through effective relationship management.
• Develop client trust and loyalty through lifestyle and beyond banking propositions.
• Drive exemplary customer service in the local market and uphold DBS service standards.
• Ensure internal and regulatory compliance through strict adherence to DBS processes.
• Establish, manage and grow the TRV of the Treasures Client segment by acquiring and nurturing clients having AUM of INR 10 M or more.
• Ensure timely portfolio review by jointly engaging with Wealth / Investment / 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 and ideas for continuous product and service improvement.
• Ensure internal and regulatory compliance and address operational risks if any.

What you'll need

• 8 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.
• Graduate or Postgraduate with MBA in relevant field.
• Strong probing and listening skills.
• Strong relationship management and influencing skills.
• Self-driven and ambitious.
• Good written and verbal communication skills.
• Results-oriented, analytical, and able to deliver results under pressure.
• Understanding of competitive positioning.
• Strong service orientation and customer-centric behavior.

Nice to have

• AMFI / IRDAI / FEDAI certification; BCSBI certification would be an added advantage.

Details

• Location: Chennai-DBIL.
• Job: Relationship Management.
• Schedule: Regular employee, full time.