Vice President, Treasures Relationship Manager, Team Lead, Consumer Banking Group

Overview

Lead a team of relationship managers in delivering sales, service and portfolio performance for the Consumer Banking Group's Treasures and emerging affluent customer segments.

What you'll do

• Achieve monthly and annual sales targets for the city, as agreed.
• Implement relationship management and investment advisory strategies, ensuring a proper sales spread across products.
• Balance new-to-bank customer acquisition with increased penetration of existing customers to deepen wallet share.
• Monitor progress towards targets on a weekly basis.
• Set objectives for the emerging affluent (non-Treasures) and Treasures segments.
• Build and develop a high-performing team through performance development and coaching.
• Manage staff attendance and discipline, and initiate misconduct or incapacity charges together with HR.
• Determine training needs and succession plans for team leaders in the branch.
• Ensure branch staff own and resolve customer queries and complaints in a timely manner, acting as the escalation point.
• Establish relationships with key clients and business influencers in the local area.
• Support product specialists and the direct sales team in marketing group schemes and corporate products to local businesses.
• Ensure compliance with operations risk and rigour requirements, including KYC and anti-money laundering measures.
• Establish DBS Bank as a wealth management provider in India.
• Conduct competitor analysis and share updates with the Head CBG and Product teams.
• Facilitate distribution of third-party investment products after considering each customer's risk profile and investment objectives.
• Drive improvements in customer service and reduce complaints and error rates.

What you'll need

• Overall 8-10 years of experience in sales.
• 2-3 years in a leadership or team management role.
• 3-5 years of sales experience in retail banking and/or bancassurance.
• Proven sales track record in the insurance or financial services industry.
• Sound understanding of financial planning and wealth management products.
• Knowledge of competitors and the marketplace.
• Graduate or Post Graduate, with MBA in a relevant field.
• Sound understanding of CBG product suite and associated technology platforms and operational procedures.
• Understanding of RBI banking policy guidelines and local laws and regulations affecting businesses.
• Understanding of KYC requirements and Anti-Money Laundering policies.
• Knowledge of financial markets and products.

Nice to have

• Preferably AMFI and/or IRDA certified.

Details

• Location: Hyderabad-DBIL.
• Full-time, regular schedule.
• Job: Relationship Management.