Team Lead, Treasures RM

1 week ago


Mumbai, Maharashtra, India DBS Bank Full time
Team Lead, Treasures RM -(WD53617)

As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our customers realise their dreams and aspirations at every life stage. Our financial solutions are not only the best in the business – they were made just right for you.

Job Purpose

To deliver exceptional sales performance by identifying and meeting customer needs through selling & cross-selling of all DBS Banks CBG products & services. To manage & maintain the highest customer satisfaction levels through pro-active client engagement & relationship management

Key Accountabilities

Accountable for achieving monthly & annual sales targets, as agreed. Ensure proper implementation & execution of relationship management & investment advisory strategies. Ensure proper sales spread between products. Aim to balance NTB (New to Bank customers) with increase penetration of existing customers to deepen the wallet share.

Drive and deliver a radical improvement in customer service in the local market through dynamic service leadership and the implementation of customer service strategy.

Ensure highest levels of customer satisfaction. Interact with new customers to detail & explain all features & functions of products & assist in on boarding of customers. Ensure service levels are constantly improving.

Meet Customer Migration targets.

Job Duties & Responsibilities

Manage customer's issues on service or investment needs. Escalate if required. Probe and identify requirements to provide appropriate solutions to customers. Ensure complete knowledge on all products & services. Be the leader for resolving all queries & complaints. Ensure full training & briefing on all product launches & upgrades. Research complaints & compliments. Analyze & suggest innovations & ideas on product & service improvement in addition to service level improvements. Keep attuned to the current economic and financial markets so as to be current and proficient in attending to customers' queries. Work hand in hand with fellow CBG RMs, Service Manager and TRE to ensure that all objectives of the team are met and there is team harmony and unity. Working with the Branch Heads to achieve sales & service through in-branch business development activities, and providing feedback to the team. Ensure compliance with operations risk and rigour requirements & Safety standards, security of premises, KYC and anti-money laundering measures. Establish DBS Bank as a wealth management provider in India. Undertake frequent competitor analysis so that DBS product suite is in line with (or ahead of) competing banks. These updates to be shared with seniors at regular intervals. Also suggest local promotional activities which will help reinforce the DBS brand. Keep attuned to the current economic and financial markets so as to be current and proficient in attending to customers' queries. Work hand in hand with other business units to ensure that objectives of the team are met and there is team harmony and unity. Facilitate the distribution of third party investment products to customers, after taking into consideration the risk profile and investment objectives of the said customer. This will entail constant interaction with the asset management companies & customers.
  • Treasures RM

    1 week ago


    Mumbai, Maharashtra, India DBS Bank Full time

    Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions across 600 branches across the country. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits (incl. structured solutions for NRI),...

  • Treasurer - Apac

    1 week ago


    Mumbai, Maharashtra, India dLocal Full time

    Why you should join dLocal?dLocal enables the biggest companies in the world to collect payments in 37 countries in emerging markets. Global brands rely on us to increase conversion rates and simplify payment expansion effortlessly. As both a payments processor and a merchant of record where we operate, we make it possible for our merchants to make inroads...


  • Mumbai, Maharashtra, India Response Informatics Full time

    This opportunity is for Sales domain- HNI wealth management, investment advisory with a private MNC bank Acquire and upgrade quality Treasures clients in the branch location areas • Engage with existing customers to deepen the wallet share through retention and growth of AUM. • Accountable for achieving monthly & annual volume and revenue objective, as...

  • Rm-goa

    1 week ago


    Mumbai, Maharashtra, India NR Consulting - India Full time

    Job Purpose:oTo Drive business through channel partner's sales team and distribution network.Key ResponsibilitiesResponsibilities To Build strong relationship across the partner network To Grow the business by driving sales of ETLI products through partner sales team To Organize catchup meetings with partners and their clients to introduce ETLI products in...


  • Mumbai, Maharashtra, India Abacus Consultants Full time

    Any GraduateWorking Capital Business bankingJob Name : Relationship Manager - Business Banking Working Capital (RM-BBWC)**:Job Title :Relationship Manager BBWCBusiness Unit (PA) :Business banking Working CapitalReports to (job) :Cluster HeadLocation of role :Pan IndiaJob Function :SalesRole Type:Individual ContributorNo of direct reportees:NilTravel Required...


  • Navi Mumbai, Maharashtra, India White Force Full time

    Job Description: Website- Dear Candidate, As per discussion, please find the below details.Name of the position :RMS ManagerExperience : Min8 yearsCTC : Good hike in current CTCQualification : Any GraduateLocation : Bigul,1904, The affairs building,Palm beach road Sector 17,Sanpada Navi mumbai,Pin Roles and responsibilities : · Cross checking BOD for...

  • Team Member

    1 week ago


    Mumbai, Maharashtra, India Kotak Mahindra Full time

    Job Description Will Manage productivity of Out sourced Call Centre executives. Campaign based calling for better productivity. Coordination with DATA Analytics team for data support and quality of DATA. Certification of Callers. Publishing CALL CENTRE MIS for digital Sales. Coordinations with Sales RM for Conversion of Digital Leads. Coordination with...

  • Preferred RM Head

    1 week ago


    Mumbai, Maharashtra, India Anand Rathi Share and Stock Brokers Ltd Full time

    Preferred RM HeadSUMMARY: - The Preferred RM Head is the ultimate face of our Preferred vertical, as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to...

  • Rm Mfd,mumbai

    1 week ago


    Mumbai, Maharashtra, India Union Asset Management Full time

    Department MFD Channel Job posted on Feb 14, 202 Employee Type Full Time Experience range Range (Years) 3 years 5 yearsPosition VacantRelationship Manager/Senior Relationship Manager (IFA)Organization NameUnion Asset Management Company Pvt. Ltd.Job LocationJob Description / Responsibilities Achieve Net AUM in high margin products as per the targets...


  • Mumbai, Maharashtra, India V-Konnect Associates Full time

    Job Opening Detailsback to list Reference Code: VK22887 Job Title:RM- International Banking Category: Job Description: Business Development- ? Assists the Team lead to broaden and deepen relationships with financial intermediaries- ? Supports theTeam lead across products groups like resource raising, financial markets, trade finance, cash management, etc- ?...


  • Mumbai, Maharashtra, India Riverforest Connections Full time

    Job PurposeTo build and manage relationship with new and existing clients so as to ensure income generation from sale of all appropriate asset and liability products relevant to the client.Job Responsibilities(JR)Portfolio Management- ? To Achieve over all business targets on volumes and profitability for the specific ECG customers.- ? Monthly review to be...

  • Vk22818 rm-psu

    1 week ago


    Mumbai, Maharashtra, India V-Konnect Associates Full time

    Reference Code: RM-PSU Job Title:VK22818 Category: Job Description: Job Purpose To develop & manage relationships with the Public Sector Undertakings (PSUs), Government entities To focus on assets ,trade, cash products and customized solutions apart from credit products Assets Product Responsibility Areas: Responsible for managing existing government banking...


  • Mumbai, Maharashtra, India Riverforest Connections Full time

    Job Responsibility:Emerging Corporate Group (ECG) is part of the wholesale banking group of the bank. We focus on corporates with turnover ranging from Rs. 200 Crs to Rs. 1000 Crs. Emerging corporate group signifies corporates who are in the growth phase of their business, wherein they need support on finance, trade finance, Foreign exchange, investment...


  • Mumbai, Maharashtra, India Upstep Academy Full time

    Roles and responsibilities: -1 Managing the team of RM's and Ensure Team member's performance meets the expected client requirements.2 Monitoring performance of team members on timely basis3 Motivating team and keep them active towards achieving targets4 Providing the training to new joiners5 Resolving general queries of parents.6 Informing parents and...


  • Mumbai, Maharashtra, India Talent Corner Full time

    Roles and Responsibilities Knowledge of front end (Trading Terminal) is preferable. Should be able to handle team Daily Limit Setting Knowledge of latest RMS & exchange compliance Follow up of Debits.


  • Mumbai, Maharashtra, India DBS Bank Full time

    RM- Institutional Liabilities (IL)-(WD56481) Position Title: RM – Institutional Liabilities (IL) Department: IBG 3 - IL Reports To: Regional Sales Head Job Purpose To originate NTB Liability relationships for the bank (operating accounts, term deposits and structured cash management sales including electronic banking sales) through new...


  • Mumbai, Maharashtra, India Riverforest Connections Full time

    **Job DescriptionOpening with - A Leading Private BankJob Title: Senior Relationship Manager - Custody for Capital & Commodity Markets Wholesale Banking Team**Location - MumbaiPURPOSE OF THE JOB Business Development of Custody Services which includes Custody, Fund Accounting and Derivatives Clearing Services to the Foreign Investors investing through various...

  • Field Sales Rm

    1 week ago


    Mumbai, Maharashtra, India CarDekho Full time

    Job Description:We are looking for Sales Experts who drives sales through engagement of customers, suggestive selling, and sharing product knowledge.Experience Range:0 - 1 yearsEducational Qualifications:Any graduation,Job Responsibilities:Meet potential POSP agents in respective geographical assignments. Service the Existing POS to drive sales growth Handle...


  • Mumbai, Maharashtra, India Axis Bank Full time

    WBCG:GCG - Sales Planning TeamINTERNAL USAGE:Noof Vacancies: 1Reports to: Senior Vice President IIs a Team leader? NoTeam Size:Grade: Upto Assistant Vice PresidentBusiness:Department:Wholesale Banking Coverage Group**SubDepartment:Location:About Wholesale Banking Coverage Group The Wholesale Banking Coverage Group (WBCG) focusses on doing business with...


  • Mumbai, Maharashtra, India DBS Bank Full time

    Business Function:As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our...