Relationship Manager

9 hours ago


bangalore, India Response Informatics Full time

Job Duties & responsibilities • Establish, manage and grow the AUM of the elite Treasures Client segment by acquiring andnurturing the client having AUM => INR 10M• Ensure timely portfolio review by jointly engaging with Wealth / Investment / Insurance specialistwith clients.• Ensure complete knowledge of all products & services through continuous skill and knowledgeimprovement.• Resolve customer queries and complaints within the agreed TAT as per the DBS customer servicepolicy.• Provide feedback on market, competition and products, suggest innovations & ideas forcontinuous product and service improvements.• Keep attuned to the current economic and financial markets to be current and proficient to ensureeffective engagement with the elite segment of Treasures customers.• Coordinate and work closely with CBG Relationship Manager peer groups and colleagues, Serviceteams, Product specialist at branches to ensure that team objectives are met through an environmentthat nurtures harmony and collaboration through team work• Work closely with the Line Manager and City / Cluster Head to ensure achievement of common team and Branch objectives.• Ensure internal and regulatory compliance and address operational risks if any, e.g. HealthSafety standards, security of premises, AML / KYC and ongoing risk reviews.• To exercise appropriate due diligence while on-boarding and engaging with clients.• Establish a primary banker for clients and as a prominent wealth management provider in India.• Organize exclusive lifestyle, sports , music and such other elite engagement events and activities for prospect generation , entrench existing relationship and reinforce the brand in the Private Wealth management space



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