Treasury Manager

1 month ago

Bengaluru, India Response Informatics Full time

JOB DESCRIPTION


Position Title: Treasures Relationship Manager


Department: CBG


Job Purpose (In a brief, specific one or two-sentence statement, answer the questions: "Why does

this position exist?" and "What is it expected to accomplish?")

To deliver exceptional volume and revenue performance by acquiring and engaging with DBS

Treasures clients having an AUM => INR 20 Million through “need-based approach” and ensure client

coverage and product penetration through cross-sell and up-sell of DBS products and services.

To manage & maintain the highest customer satisfaction and service levels through pro-active client

engagement & relationship management, coordinating internally with DBS Service and Distribution

and Product team

Key Accountabilities (List the expected end results or KPIs that the job holder is expected to achieve

for this job. Do not list more than 5)

• 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 agreed.

• Ensure activation of e-Channels (I-Banking / M-Banking/ Online MF/Debit Card) and Savings Book

growth

• Ensure proper implementation & execution of product strategies through effective relationship

management.

• Develop the client trust and loyalty for entrenched relationship with DBS through lifestyle and

beyond banking propositions

• Ensure optimum product mix and new- to- product clients aimed at customer level profitability

and enhancing client coverage.

• Drive and deliver exemplary customer service in the local market and uphold DBS service

standards.

• Ensure internal and regulatory compliance through strict adherence to DBS sales process, timely

risk reviews and exercising due diligence while on-boarding.

• Ensure exemplary service delivery of these clients by building appropriate workflows and

processes incl. doorstep banking etc.

Job Duties & responsibilities (List the principal duties. Use concise statements that provide a clear

understanding of the level of responsibility, complexity, creativity and analysis performed in this

position.)

• Establish, manage and grow the AUM of the elite Treasures Client segment by acquiring and

nurturing the client having AUM => INR 10 M

• Ensure timely portfolio review by jointly engaging with Wealth / Investment / Insurance specialist

with clients.

• Ensure complete knowledge of all products & 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, suggest innovations & ideas for

continuous product and service improvements.

• Keep attuned to the current economic and financial markets to be current and proficient to ensure

effective engagement with the elite segment of Treasures customers.

• Coordinate and work closely with CBG Relationship Manager peer groups and colleagues, Service

teams, Product specialist at branches to ensure that team objectives are met through an environment

that nurtures harmony and collaboration through team work

• 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

Required Experience

• 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

• Graduate / Post Graduate with MBA in relevant field

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