Treasures Relationship Manager

1 week ago

Hyderabad, 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. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our customers realise their dreams and aspirations at every life stage. Our financial solutions are not only the best in the business – they were made just right for you.

Job Purpose:

1. 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.2. 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:

1. 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, as2. agreed. Ensure activation of e-Channels (I-Banking / M-Banking/ Online MF/Debit Card) and Savings Book growth3. Ensure proper implementation & execution of product strategies through effective relationship management.4. Develop the client trust and loyalty for entrenched relationship with DBS through lifestyle and beyond banking propositions5. Ensure optimum product mix and new- to- product clients aimed at customer level profitability and enhancing client coverage.6. Drive and deliver exemplary customer service in the local market and uphold DBS service standards.7. Ensure internal and regulatory compliance through strict adherence to DBS sales process, timely risk reviews and exercising due diligence while on-boarding.8. Ensure exemplary service delivery of these clients by building appropriate workflows and processes incl. doorstep banking etc.

Job Duties & responsibilities:

1. Establish, manage and grow the AUM of the elite Treasures Client segment by acquiring and nurturing the client having AUM => INR 10 M2. Ensure timely portfolio review by jointly engaging with Wealth / Investment / Insurance specialist with clients.3. Ensure complete knowledge of all products & services through continuous skill and knowledge improvement.4. Resolve customer queries and complaints within the agreed TAT as per the DBS customer service policy.5. Provide feedback on market, competition and products, suggest innovations & ideas for continuous product and service improvements.6. 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.7. 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 work8. Work closely with the Line Manager and City / Cluster Head to ensure achievement of common team and Branch objectives.9. 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.10. To exercise appropriate due diligence while on-boarding and engaging with clients.11. Establish DBS as a primary banker for clients and as a prominent wealth management provider in India.12. Organize exclusive lifestyle, sports , music and such other eliteengagement events and activities for prospect generation , entrench existing relationship and reinforce the DBS brand in the Private Wealth management space.

Required Experience:

1. Minimum 10 years of experience in HNI Sales / Wealth Management / Private Banking segment.2. Sound understanding of financial planning and wealth management products in India3. In-depth knowledge of local market and competition.4. AMFI / IRDAI / FEDAI certified candidates with BCSBI certification would be an added advantage.

Education / Preferred Qualifications:

Graduate / Post Graduate with MBA in relevant field

Core Competencies

1. Effective probing and listening skills.2. Strong Relationship Management and influencing skills3. Self-driven and ambitious.4. Good written and verbal communication skills5. Results-orientated & the ability to deliver results under pressure6. Understanding of competitive positioning7. Strong service orientation, customer-centric behavior.8. Focused on developing image and good will of the brand9. Creative, inquisitive mind with problem solving abilities.10. Ability to deliver results within tight timelines.11. Attention to details, analyzing abilities.

Technical Competencies:

1. Understanding of HNI Sales/ wealth management product suite, platforms and operational proceduresUnderstanding of banking and para-banking guidelines issued by RBI (local regulations in India) and local laws and regulations that impact businesses in general. Understanding of KYC requirements & Anti-money Laundering Policies.2. Knowledge of financial markets and products to assist in meaningful engagement with clients.

Work Relationship:

1. Management of clients and prospects for acquisition and deepening of wallet share.2. Close interaction with Treasures Elite Team Leader, City / Cluster Head, Branch Service and Operations team to ensure consistent delivery of volume and revenue targets.3. Close and regular interaction with Branch Product specialists for effective skill / knowledge development of self and explore potential in existing book through joint engagement with clients.

DBS India - Culture & Behaviors

DBS is committed to building a culture where all employees are valued, respected and their opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working, and opportunities to grow within an inclusive and diverse environment. Expected value driven behaviors are:

1. Ensure Customer Focus by Delighting Customers & Reduce Complaints2. Build Pride and Passion to Protect, Maintain and Enhance DBS’ Reputation3. Enhance Self Knowledge, Skills and develop Competencies aimed at continuous improvement.4. Maintain the Highest Standards of Honesty and Integrity

  • Treasure Relationship Manager

    4 weeks ago

    Hyderabad, Telangana, India DBS Bank Full time

    Job Title: Treasure Relationship ManagerJob Summary:We are seeking a skilled Treasure Relationship Manager to join our team at DBS Bank. As a key member of our Consumer Banking Group, you will be responsible for delivering exceptional volume and revenue performance by acquiring and engaging with DBS Treasures clients.Key Responsibilities:Acquire and upgrade...

  • Treasures Relationship Manager

    4 weeks ago

    Hyderabad, Telangana, India DBS Bank Full time

    Job Title: Treasures Relationship ManagerDBS Bank is seeking a highly skilled and experienced Treasures Relationship Manager to join our team. As a key member of our Consumer Banking Group, you will be responsible for delivering exceptional volume and revenue performance by acquiring and engaging with DBS Treasures clients.Key Responsibilities:Acquire and...

  • Treasures Relationship Manager

    3 weeks ago

    Hyderabad, Telangana, India DBS Bank Full time

    Job SummaryDBS Bank is seeking a highly skilled and experienced Treasures Relationship Manager to join our team. As a key member of our Treasures Elite team, you will be responsible for acquiring and deepening relationships with high net worth clients, driving revenue growth and delivering exceptional customer service.Key Responsibilities:Acquire and retain...

  • Treasures Relationship Manager

    1 week ago

    Hyderabad, Telangana, India DBS Bank Full time

    Job PurposeDrive Business GrowthTo deliver exceptional volume and revenue performance by acquiring and engaging with DBS Treasures clients having an AUM > INR 20 Million through a need-based approach and ensure client coverage and product penetration through cross-sell and up-sell of DBS products and services.Key ResponsibilitiesAquire and upgrade quality...

  • Treasures Relationship Manager

    4 weeks ago

    hyderabad, 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. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our...

  • Treasures Relationship Manager

    2 weeks ago

    Hyderabad, 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. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our...

  • Treasures relationship manager

    4 weeks ago

    Hyderabad, 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. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help...

  • Treasures Relationship Manager

    1 week ago

    hyderabad, 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. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our...

  • Treasures Relationship Manager

    4 weeks ago

    Hyderabad, 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. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our...

  • Treasures relationship manager

    1 week ago

    Hyderabad, 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. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our...

  • Treasures Relationship Strategist

    2 weeks ago

    Hyderabad, Telangana, India DBS Bank Full time

    Job Overview:As a Treasures Relationship Strategist at DBS Bank, you will play a key role in driving exceptional volume and revenue performance by acquiring and engaging with DBS Treasures clients. This will involve delivering exceptional customer service, managing client relationships, and ensuring client coverage and product penetration through cross-sell...

  • Treasures Relationship Manager

    1 week ago

    Hyderabad, Telangana, India DBS Bank Full time

    Job PurposeThe successful candidate will be responsible for delivering exceptional volume and revenue performance by acquiring and engaging with DBS Treasures clients having an AUM of INR 20 million through a need-based approach and ensure client coverage and product penetration through cross-sell and up-sell of DBS products and services.Key...

  • Treasures Relationship Manager

    2 weeks ago

    Hyderabad, Telangana, India DBS Bank Full time

    Job Purpose: This role is focused on delivering exceptional volume and revenue performance by acquiring and engaging with DBS Treasures clients. As a Senior Associate, Consumer Banking Group, you will be responsible for acquiring and upgrading quality Treasures clients, engaging with existing customers to deepen wallet share, and ensuring client coverage...

  • Treasures Relationship Manager

    4 weeks ago

    hyderabad, 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. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our...

  • Treasures Relationship Manager

    1 month ago

    Hyderabad, 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. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our...

  • Treasures Relationship Manager

    1 month ago

    Hyderabad, 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. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our...

  • Treasures Relationship Manager

    1 month ago

    hyderabad, 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. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our...

  • Treasures Relationship Manager

    1 month ago

    Hyderabad, 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. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our...

  • Treasures Relationship Manager

    1 week ago

    Hyderabad, Telangana, India DBS Bank Full time

    Job DescriptionBusiness OverviewDBS Consumer Banking Group is a leading bank in Asia, helping customers realise their dreams and ambitions. We offer a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards, and personal loans.Job PurposeDeliver exceptional volume and revenue performance by acquiring and...

  • Treasures Relationship Manager

    1 week ago

    Hyderabad, Telangana, India DBS Bank Full time

    Job PurposeWe are seeking an experienced Relationship Manager to join our DBS Treasures team in Consumer Banking Group. As a Relationship Manager, you will be responsible for delivering exceptional volume and revenue performance by acquiring and engaging with DBS Treasures clients. Your goal will be to ensure client coverage and product penetration through...