Treasures Relationship Manager

3 weeks ago


bangalore, India DBS Bank Full time
Treasures Relationship Manager – Consumer Banking Group
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), investments, insurance, mortgages, credit cards and personal loans to help our customers realise their dreams and aspirations at every life stage.
Job Purpose:
To deliver exceptional volume and revenue performance by acquiring and engaging with DBS Treasures clients having a total relationship value => INR 30 lakhs through “need-based approach” and ensure client coverage and product penetration through cross-sell and up-sell of DBS products and services.
Key Accountabilities
• 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 of Total Relationship Value (TRV).
• Accountable for achieving annual volume and revenue objective.
• Ensure Savings Book and loan 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
• 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 processes.
Job Duties:
• Establish, manage and grow the TRV of the elite Treasures Client segment by acquiring and nurturing the clients 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.
• Ensure internal and regulatory compliance and address operational risks if any.
Required Experience
• 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 local market and competition.
• AMFI / IRDAI / FEDAI certified candidates with BCSBI certification would be an added advantage
Education / Preferred Qualification
• Graduate / Post Graduate with MBA in relevant field
Core Competencies
• Effective probing and listening skills.
• Strong Relationship Management and influencing skills
• Self-driven and ambitious.
• Good written and verbal communication skills
• Results-oriented, analytical and ability to deliver results under pressure
• Understanding of competitive positioning
• Strong service orientation, customer-centric behaviour.

  • Bangalore, India Talent Treasures Full time

    Summary :- Design and implement the system from scratch & build enhancements, features request using Java and React.- Build prototype of application & solution as needed.- Direct and manage project development from beginning to end.- Identify and manage project dependencies and critical path.Desired Profile : - 5+ years of industry experience in software...


  • Bangalore, Karnataka, India Talent Treasures Full time

    Overview :- Design and develop automation scripts using Selenium, BDD framework, etc.- Design and execute test cases / scenarios based on the requirements.- Oversee and lead the overall QA activities for the client through planning, estimation, monitoring and tracking.- Guide and mentor, the QA team for best practice implementation. Desired Skills &...


  • Bangalore, India Talent Treasures Full time

    Overview :- Design and develop automation scripts using Selenium, BDD framework, etc.- Design and execute test cases / scenarios based on the requirements.- Oversee and lead the overall QA activities for the client through planning, estimation, monitoring and tracking.- Guide and mentor, the QA team for best practice implementation. Desired Skills &...


  • bangalore, India Talent Treasures Full time

    Overview :- Design and develop automation scripts using Selenium, BDD framework, etc.- Design and execute test cases / scenarios based on the requirements.- Oversee and lead the overall QA activities for the client through planning, estimation, monitoring and tracking.- Guide and mentor, the QA team for best practice implementation. Desired Skills &...

  • Relationship Manager

    3 weeks ago


    bangalore, India Cashinvoice Full time

    Cashinvoice is a digital marketplace that unlocks supply chain finance for small businesses. By leveraging technology, the Cashinvoice platform connects financial institutions, large corporations, and their MSME supply chain partners to extend working capital by offering embedded lending products to grow and scale.Role Description:This is a full-time role as...

  • Relationship Manager

    3 hours ago


    bangalore, India Mudrex Inc. Full time

    Mudrex is a Y Combinator-backed platform on a mission to democratize investing, with the primary goal of making crypto investing easy and accessible to everyone. Our flagship product, Coin Sets, which focuses on simplifying investing, is loved universally. We are growing rapidly- today, the Mudrex family is 1 million strong and counting.  And to sustain and...


  • Bengaluru/ Bangalore, India timesjobs Full time

    JOB DETAILS1. To acquire customers for Current Account, Savings Account Products of the bank, from a pool of potential individuals, small businesses, trusts associations, societies and corporates2. To achieve and deepen business volume and numbers3. To cross-sell TPP like Insurance, Gold, Locker, FD, Asset Products etc4. To retain customers through efficient...


  • Bangalore City, India Cashinvoice Full time

    Cashinvoice is a digital marketplace that unlocks supply chain finance for small businesses. By leveraging technology, the Cashinvoice platform connects financial institutions, large corporations, and their MSME supply chain partners to extend working capital by offering embedded lending products to grow and scale. Role Description:This is a full-time role...

  • Relationship Manager

    4 weeks ago


    bangalore, India Vsnap Technology Solutions Pvt Ltd Full time

    Relationship Manager - JD   Homes247.in is seeking dynamic and active candidates who would be a perfect fit for the role of Relationship Managers. Candidates should be passionate about sales and business development and must play an active role in the team and enforce the Brand Image.   Come and Be a Part of India's Favourite Property Portal and scale...

  • Relationship Manager

    4 weeks ago


    bangalore, India Max Life Insurance Full time

    Position Relationship Manager Incumbent 1 Department Direct Sales Force Function Reporting to BRM Band 4 Location Team size (D/I) NA JOB SUMMARY Direct customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided by...

  • Relationship Manager

    3 weeks ago


    bangalore, India Standard Chartered Bank Full time

    Role Responsibilities Business Relationship Management Build and deepen relationships with existing Priority Customers to achieve increase in share of wallet and revenues. Provide professional customer service to achieve a high percentage of customer satisfaction and retention. Manage the portfolio to de-risk against attrition and...


  • Bangalore, India NatWest Group Full time

    Join us as a Relationship ManagerJoin a dynamic team and control the strategic and daily support for client services, business development and relationship buildingSpecialising in credit delivery, you’ll be managing client relationships and aiming to not just meet but exceed their expectationsHone your communication and interpersonal skills, in this...


  • bangalore, India Max Life Insurance Full time

    KEY RESPONSIBILITIES   Service through relationship management Establishing and strengthening relationship with the allocated customer base. Ensure retention of in his/her allocated” book of relations” (existing customer database). Act as single point of contact for customers for any customer query/complaint. Identify financial...


  • bangalore, India Mana Projects Pvt Ltd Full time

    Company Description Mana Projects Pvt Ltd is a renowned real estate company based in Bangalore Urban. With over a million square feet under development, Mana Group has established itself as a leader in the industry. The company has a strong focus on quality construction, aesthetic appeal, and innovative design. Mana Projects Pvt Ltd encompasses various...


  • Bengaluru/ Bangalore, India SEVEN CONSULTANCY Full time

    Apply for Relationship Manager, Career Progress Consultants in Bengaluru/ Bangalore for 0 - 1 Year of Experience on TimesJobs.com.


  • Bengaluru/ Bangalore, India SEVEN CONSULTANCY Full time

    Apply for Relationship Manager, Career Progress Consultants in Bengaluru/ Bangalore for 2 - 4 Year of Experience on TimesJobs.com.


  • bangalore, India Convogenie Technologies Pvt Ltd Full time

    About LeadMango LeadMango is a new generation tech engine that helps Businesses to acquire new customers by the way of Direct marketing followed by call & enrichment to convert a lead into B2B Appointment.   LeadMango is a flagship brand of Convogenie Technologies Pvt Ltd. based in Bengaluru, the Silicon Valley of India. Convogenie Technologies is...

  • Relationship Manager

    4 weeks ago


    bangalore, India Freedom Mortgage Full time

    Argent Hiring ENGLISH AND KANNAD SPEAKING Understand customer needs and develop plans to address them Identify key staff in client companies to cultivate profitable relationships Resolve customer complaints quickly and effectively Forward upselling and cross-selling opportunities to the sales team Promote high-quality sales, supply, and customer service...


  • bangalore, India Waytogo Consultants Full time

    Job Type: Full TimeRole: ExperiencedMin Salary: 5 LakhMax Salary: 10 LakhExperience: 3 to 10 YearsLocation: BangaloreEligibility: GraduationCompany: Leading Private BankJob Description :A Relationship Manager is primarily responsible for providing financial solutions to the HNI customers and ensuring value added services.Responsible for increasing...


  • Bangalore, India NatWest Group Full time

    Join us as a Relationship Manager, Credit DeliveryJoin a dynamic team and control the strategic and daily support for client services, business development and relationship buildingSpecialising in credit delivery, you’ll be managing client relationships and aiming to exceed their expectations, every timeHone your communication and interpersonal skills, in...