Treasures Relationship Manager
4 weeks ago
Job Overview
As a seasoned professional in the High Net Worth segment, you will be responsible for delivering exceptional results in acquiring and engaging with DBS Treasures clients. With a strong focus on relationship management and influencing skills, you will ensure client coverage and product penetration through cross-sell and up-sell of DBS products and services.
Key Responsibilities
- 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
Requirements
- 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
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