Treasury Manager

1 month ago

bangalore, 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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