Associate, Treasure Relationship Manager, Consumer Banking Group
4 weeks ago
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 Requirements 8years 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 behavior DBS India - Culture Behavior Performance through Value Based Propositions Ensure customer focus by delighting customers reduce complaints Build pride and passion to protect maintain and enhance DBS image and reputation Enhance knowledge base build skill sets develop competencies Execute at speed while maintaining error free operations
-
Hyderabad, Telangana, India DBS Bank Full timeBusiness FunctionCorporate and Investment Banking provides corporate customers with a full range of Commercial banking products and services including cash management services, current accounts time deposits, trade finance, working capital finance, term loans and foreign exchange, Through our continued commitment, DBS has cultivated long standing...
-
Relationship Associate
2 weeks ago
Hyderabad, Telangana, India maxlifeins Full time ₹ 6,00,000 - ₹ 12,00,000 per yearJOB DESCRIPTIONJob Title: Relationship AssociateBand: 5Reporting To: Centre Manager Department: Bancassurance – Ujjivan/TMB/ DCB/SIB JOB SUMMARY:Takes responsibility of fulfilling leads & prospecting new business from salary segment of bank partner to close Protection and annuity business.KEY RESPONSIBILITIES:Lead generation at the time of account...
-
Hyderabad, Telangana, India DBS Bank Full timeJob DescriptionJob descriptionBusiness FunctionGroup Technology and Operations (T&O) enables and empowers the bank with an efficient, nimble and resilient infrastructure through a strategic focus on productivity, quality & control, technology, people capability and innovation. In Group T&O, we manage the majority of the Banks operational processes and...
-
Hyderabad, Telangana, India DBS Bank Full timeBusiness FunctionCorporate and Investment Banking provides corporate customers with a full range of Commercial banking products and services including cash management services, current accounts time deposits, trade finance, working capital finance, term loans and foreign exchange, Through our continued commitment, DBS has cultivated long standing...
-
Hyderabad, Telangana, India DBS Bank Full timeBusiness Function Corporate and Investment Banking provides corporate customers with a full range of Commercial banking products and services including cash management services, current accounts time deposits, trade finance, working capital finance, term loans and foreign exchange, Through our continued commitment, DBS has cultivated long standing...
-
Relationship Manager
10 hours ago
Hyderabad, Telangana, India Kotak Mahindra Bank Limited Full timeJob DescriptionRole: - Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category - A priority customers - Sources new bank customers through external individual efforts and acquisition channel - Ensures high levels of customer service orientation and application of bank policy - Cross sells bank products to...
-
Senior Treasurer
23 hours ago
Hyderabad, Telangana, India beBeeRisk Full time ₹ 1,50,00,000 - ₹ 2,50,00,000Global Treasury ExpertTBO is a global platform that simplifies buying and selling travel needs worldwide.The proprietary technology connects distributed buyers and suppliers, addressing evolving global travel needs.Why TBOInfluence and contribute to the world's largest technology-led travel distribution network.Participate in emerging leaders of end-to-end...
-
Relationship Manager
4 weeks ago
Hyderabad, Telangana, India Workassist Full timeJob DescriptionWork Level: IndividualCore: Communication SkillsLeadership: InfluencingRole: Relationship ManagerIndustry Type: BankingFunction: Relationship ManagerKey Skills: CASA Sales,HNI,TPP,Branch Sales,AcquisitionEducation: PG/ MasterNote: This is a requirement for one of the Workassist Hiring Partner.Roles & Responsibilities:1. Develops new and...
-
Relationship Manager
2 weeks ago
Hyderabad, Telangana, India Nuvama Wealth Full timeCompany DescriptionNuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India's leading wealth and asset management firms with Assets under Advisory (AUA) of over ₹ 2,00,000 cr. Nuvama Wealth Management (NWM) is backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based...
-
Relationship Associate
4 weeks ago
Hyderabad, Telangana, India Max Life Insurance Full timePosition Relationship Manager Incumbent Name Department Axis Function Axis Sales Reporting to Cluster Manager Area Manager Band 5 Location Vijayawada Team size D I Individual Role JOB SUMMARY - Individual Role and will be managing bigger and medium size Axis Branch and will be responsible for generating...
