Treasures Relationship Manager

4 months ago

visakhapatnam, 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), 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 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
• 6-12 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 / Postgraduate 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.

  • Relationship Manager

    1 day ago

    visakhapatnam, India Snaphunt Full time

    The OfferA role that offers a breadth of learning opportunitiesLeadership RoleAttractive Salary & BenefitsThe Job You will be responsible for : Acquiring and managing relationships with corporate and institutional clients in your area of focus to achieve sales targets and business objectives.Developing strong internal relationships to optimise service...

  • Relationship Manager

    3 months ago

    visakhapatnam, India VARUN MOTORS PRIVATE LIMITED Full time

    Welcome to Varun Motors Pvt. Ltd., where automotive excellence meets customer satisfaction. As the largest Maruti Suzuki dealership in India, we are committed to delivering memorable experiences to our customers.  The Role You will be responsible for : Acquiring and managing relationships with corporate and institutional clients in your area of focus...

  • Relationship Manager

    3 months ago

    Visakhapatnam, India VARUN MOTORS PRIVATE LIMITED Full time

    Welcome to Varun Motors Pvt. Ltd., where automotive excellence meets customer satisfaction. As the largest Maruti Suzuki dealership in India, we are committed to delivering memorable experiences to our customers. The Role You will be responsible for : Acquiring and managing relationships with corporate and institutional clients in your area of focus to...

  • Relationship Manager

    4 months ago

    Visakhapatnam, India Snaphunt Full time

    The OfferA role that offers a breadth of learning opportunitiesLeadership RoleAttractive Salary & BenefitsThe Job You will be responsible for : Acquiring and managing relationships with corporate and institutional clients in your area of focus to achieve sales targets and business objectives.Developing strong internal relationships to optimise service...

  • Relationship Manager

    3 months ago

    visakhapatnam, India Snaphunt Full time

    The Offer A role that offers a breadth of learning opportunities Leadership Role Attractive Salary & Benefits The Job You will be responsible for : Acquiring and managing relationships with corporate and institutional clients in your area of focus to achieve sales targets and business objectives. Developing strong internal relationships to optimise...

  • Relationship Manager

    1 day ago

    visakhapatnam, India VARUN MOTORS PRIVATE LIMITED Full time

    Welcome to Varun Motors Pvt. Ltd., where automotive excellence meets customer satisfaction. As the largest Maruti Suzuki dealership in India, we are committed to delivering memorable experiences to our customers. The Role You will be responsible for : Acquiring and managing relationships with corporate and institutional clients in your area of focus to...

  • Relationship Manager

    3 hours ago

    visakhapatnam, India NxtWave Full time

    We are thrilled to introduce you to an exciting opportunity at our company! We're currently seeking talented and ambitious individuals to fill the role of Regional Relationship Manager in several key markets across India. About Nxtwave: NxtWave is founded by Rahul Attuluri (Ex-Amazon, IIIT Hyderabad), Sashank Reddy (IIT Bombay), and Anupam Pedarla (IIT...

  • Relationship Manager

    4 weeks ago

    Visakhapatnam, India GA Capital Management Full time

    Who we are?GA Group of Companies comprises of Capital Markets, Insurance, Software Development and Fashion Businesses.GA Capital Management Private Limited is a capital management company, part of GA Group of companies’ Capital Markets business, headquartered in Hyderabad, with footprints across metro cities (Chennai, Bangalore, Vishakapatnam and...

  • Relationship Manager Program

    2 days ago

    visakhapatnam, India NEUBERG SUPRATECH REFERENCE LABORATORIES Full time

    Job Role Marketing Executive Job Schedule No. of Opening 5 Job Description Neuberg Diagnostics presenting Young Relationship Managers Program with one year stipendium

  • Relationship Manager Program

    4 months ago

    Visakhapatnam, India NEUBERG SUPRATECH REFERENCE LABORATORIES Full time

    Job Role Marketing Executive Job Schedule No. of Opening 5 Job Description Neuberg Diagnostics presenting Young Relationship Managers Program with one year stipendium

  • Relationship Manager Program

    4 months ago

    visakhapatnam, India NEUBERG SUPRATECH REFERENCE LABORATORIES Full time

    Job Role Marketing Executive Job Schedule No. of Opening 5 Job Description Neuberg Diagnostics presenting Young Relationship Managers Program with one year stipendium

  • Relationship Officer

    3 months ago

    Visakhapatnam, India Talent Basket Consultancy Full time

    **Reporting To** Branch Manager/ Branch Relationship Manager **Purpose of the Job** Banks offers a wide array of financial products like Savings Account, Current Account, Salary Account and Farmer Finance etc. to its customers in rural. Our Branch Relationship Officers are the first level of customer interaction who are responsible for creating new client...

  • Client Relationship Executive

    3 weeks ago

    Visakhapatnam, India Creative Galileo Full time

    Company Description Creative Galileo is an edtech startup in the early learning space based in Ahmedabad. The company's first product, Little Singham Kids Early Learning App, has achieved over 7M downloads since its launch in July 2020, available on the Play Store. Role Description This is a full-time on-site role for a Client Relationship Executive at...

  • Relationship Manager

    2 months ago

    Visakhapatnam, India Tata AIA Life Insurance Full time

    JOB DESCRIPTION A Position Overview Position Title Relationship Manager - HDFC Securities Branch Department Partnership Distribution Level/ Band 209 Role Summary: ·Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations B Organizational Relationships Reports To...

  • Relationship Manager

    2 days ago

    visakhapatnam, India Tata AIA Life Insurance Full time

    JOB DESCRIPTION A Position Overview Position Title Relationship Manager - HDFC Securities Branch Department Partnership Distribution Level/ Band 209 Role Summary: ·Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations B Organizational Relationships Reports To...

  • Relationship Manager

    1 week ago

    visakhapatnam, India Tata AIA Life Insurance Full time

    JOB DESCRIPTION A Position Overview Position Title Relationship Manager - HDFC Securities Branch Department Partnership Distribution Level/ Band 209 Role Summary: ·Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations B Organizational...

  • Client Relationship Executive

    3 months ago

    Visakhapatnam, India 10g Minds Software Solutions Full time

    Join our team as a Client Relationship Executive and be the bridge between our agency and our valued clients! As a Client Relationship Executive, you will be responsible for managing client interactions, understanding their needs and ensuring the successful execution of digital marketing campaigns. If you're a proactive communicator with a deep understanding...

  • School Relationship Officer

    4 months ago

    Visakhapatnam, India Touchstone Foundation Full time

    School Relations Officers play a crucial role in schools by managing the communication and relationships between the school, its stakeholders, and the public. Here are some key aspects of the scope for a School relation officer in schools: - **Communication**: School relation officers are responsible for developing and implementing communication strategies...

  • Customer Relationship Officer

    3 months ago

    Visakhapatnam, India Expressions Learning Resources Pvt. Ltd. Full time

    Role of Customer Relationship Officer is to provide exceptional service to our customers by promptly handling tasks, such as processing payments, accepting deposits, and handling withdrawals. The incumbent is also responsible for responding to customer requests and inquiries as well as cross selling relevant products basis customer...

  • Assistant Relationship Manager

    5 months ago

    visakhapatnam, India Corporate Resources Full time

    Job Description - Managing the life insurance sales through assigned Bank Branches. - Lead will be provide (Lead work) profile. - Regular Visits to The Assigned Branches. - Interaction with Branch Walk-In Customers for Need Identification. ...