Treasures Private Relationship Manager, Consumer Banking Group
3 weeks ago
The Consumer Banking Group offers a full spectrum of products and services, including deposits (incl. structured solutions for NRI), investments, insurance, mortgages, credit cards and personal loans for its retail customers
Job Purpose The role centers around growing the bank's Assets Under Management (AUM) by attracting and retaining HNIs with a Total Relationship Value (TRV) of INR 6 crore and above. This requires a strong sales background, excellent client management skills, and a deep understanding of wealth management products and services.
Key Responsibilities: Client Acquisition & Retention:
Acquiring new clients, particularly from corporate, family office, and HNI segments. This includes leveraging existing networks and transferring existing books of business to DBS. AUM Growth:
The primary metric for success is increasing the AUM managed. Product Knowledge:
Maintaining a thorough understanding of DBS's wealth management products and services is crucial. This also includes providing market feedback and contributing to product innovation Investment Solutions:
Using financial expertise and working with the Research and Advisory team to create tailored investment solutions for clients to meet their financial goals basis market, competition and products Compliance:
All activities must adhere to relevant compliance and regulatory requirements.
Required Experience
Minimum 10 years' experience in HNI Sales/Wealth Management/Private Banking, managing an investment book of at least INR 200 crore. Proven ability to acquire and retain HNI clients. Existing relationships with key corporates, family offices, and distributors are highly desirable, along with a transferable book of discretionary managed investments. MBA/CA or equivalent from a top-tier institution. Deep understanding of Indian financial planning and wealth management products. In-depth knowledge of the local market and competitive landscape.
Core Competencies
Exceptional relationship management and influencing skills. Strong analytical and problem-solving abilities; results-oriented. Excellent written and verbal communication skills; effective listening skills. Self-motivated, ambitious, and able to perform well under pressure. Customer-centric approach with a strong service orientation. Understanding of competitive positioning.
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