Affluent Relationship Manager
4 weeks ago
Job Summary
As a Relationship Manager in the Consumer Banking Group, you will be responsible for delivering acquisition of qualified New to Bank (NTB) DBS Treasures clients through a need-based approach and revenue performance by leveraging product penetration opportunities through cross-selling of DBS products and services.
Key Responsibilities
- Conduct events and activities to enable lead generation to assist NTB acquisition
- Implement a needs-based strategy to attract New to Bank (NTB) Treasures clients in the assigned location/areas and actively engage them in new business opportunities
- Drive incremental NNM leveraging CA/SA/TD growth and revenue by cross-selling Insurance, FX, and Investments products
- Ensure activation of e-Channels (I-Banking / M-Banking/ Online MF/Debit Card) and Savings Book growth
- Drive Cross Sell and PPC
- Drive and deliver exemplary customer service and uphold DBS service standards
- Ensure internal and regulatory compliance through strict adherence to DBS sales process, timely risk reviews, and exercising due diligence while on-boarding
- Embrace digital banking solutions and technological advancements to deliver highly efficient, swift, and precise services to customers
- Ensure strict adherence to product and sales policies, procedures, and regulatory guidelines always established by the Bank and relevant authorities
Requirements
- Minimum 4 years of experience in acquisition of NTB customers in Premium Banking/Wealth category
- 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
Preferred Qualification
- Graduate/Post Graduate with MBA
Core Competencies
- Strong Relationship Management and influencing skills
- Self-driven and ambitious
- Good written and verbal communication skills
- Results-orientated & the ability to deliver results
Technical Competencies
- Sales and Business Development Skills
- Networking and Relationship Management
- Financial Acumen
- Due Diligence
Work Relationship
- Management of clients and prospects for acquisition and deepening of wallet share
- Closed interaction with Team Leader, City/Cluster Head, Treasure Service and Operations team to ensure consistent delivery of volume and revenue targets
- Closed and regular interaction with Investment, Insurance, and Forex Product specialists for effective to explore potential in existing book through joint engagement with clients
Mandatory Training
- GCAP (Group Customer Acceptance Policy)
- BCAP (Business Customer Acceptance Policy)
- AML (Anti Money Laundering) and KYC Guidelines
- PIP (Personal Investment Policy)
- ORM (Operational Risk Management)
- Information Security Policy
DBS India-Culture and Behaviour
- 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
- Maintain the highest standards of honesty and integrity
-
Senior Affluent Team Lead
4 weeks ago
Mumbai, Maharashtra, India DBS Bank Full timeJob Title: Senior Affluent Team LeadJob Summary:We are seeking a highly skilled and experienced Senior Affluent Team Lead to join our Consumer Banking Group. As a key member of our team, you will be responsible for leading a team of Affluent Relationship Managers to achieve exceptional growth in New to Bank (NTB) DBS Treasures clients.Key...
-
Insurance Relationship Manager
1 month ago
Mumbai, Maharashtra, India Max Life Insurance Full timeKey Responsibilities:Develop and maintain strong relationships with Axis Cluster Heads to drive sales growth and customer satisfaction.Meet sales targets through effective relationship management with Bank$BG(Js Affluent Managers and Private Bankers.Oversee assigned Branch Affluent business, adhering to agreed TATs on first customer contact and...
-
Relationship Development Manager
4 weeks ago
Mumbai, Maharashtra, India Zeal Hind Groups Full timeJob Title: Relationship Development ManagerAt Zeal Hind Groups, we are seeking a skilled Relationship Development Manager to join our team. As a key member of our wealth management team, you will be responsible for building and maintaining strong relationships with our affluent and super affluent clients.Key Responsibilities:Maintain a strong client book by...
-
Strategic Relationship Growth Specialist
17 hours ago
Mumbai, Maharashtra, India Anand Rathi Share and Stock Brokers Ltd Full timeThe Anand Rathi Share and Stock Brokers Ltd. is a leading financial services company seeking an exceptional Strategic Relationship Growth Specialist to join our team.As the ultimate face of our business, you will be responsible for acquiring high net worth relationships and managing them by delivering the best standards of service.With a strong focus on...
-
Strategic Relationship Developer
1 month ago
Mumbai, Maharashtra, India Vitasta Consulting Pvt Ltd Full timeThe Financial Services Relationship Builder at Vitasta Consulting Pvt Ltd is the ultimate face of the business, serving as the final point of contact with clients.This role involves acquiring High Net Worth relationships and managing and retaining them by delivering exceptional standards of service.The successful candidate will establish strong ties with...
-
Mumbai, Maharashtra, India Axis Bank Full timeRB - Affluent Business:Portfolio Activation Manager - Analytics & Crossell13 - 15 Years of Experience Required1 Opening Available in MumbaiRole Overview:We are seeking a highly skilled and experienced Portfolio Activation Manager to join our team. As a key member of our Affluent Business division, you will be responsible for driving growth through...
-
Mumbai, Maharashtra, India Max Life Insurance Full timeAbout the RoleWe are seeking an exceptional individual to join our team as a Relationship Development Specialist. In this role, you will be responsible for managing relationships with Axis Cluster Heads, meeting sales targets through Bank$BG(Js Affluent Managers and Private Bankers, and maintaining strong relationships with their Supervisors.Key...
-
Strategic Relationship Executive
4 weeks ago
Mumbai, Maharashtra, India Vitasta Consulting Pvt Ltd Full timeCore Responsibilities:The Strategic Relationship Executive at Vitasta Consulting Pvt Ltd serves as the primary contact for High Net Worth clients, tasked with acquiring and managing these relationships by delivering exceptional service standards.Key objectives include:Acquiring and retaining affluent clients through personalized service and tailored...
-
Treasures Segment Lead
1 month ago
Mumbai, Maharashtra, India DBS Bank Full timeJob Overview:As a key member of the DBS Bank team, you will be responsible for developing and implementing a segment strategy that attracts and retains affluent customers. This will involve identifying their unique needs, developing product and service offerings, and implementing strategies to increase customer engagement and loyalty.Key...
-
Mumbai, Maharashtra, India Axis Bank Full timeRB - Affluent Business: Portfolio Activation Manager - Analytics & CrossellJob SummaryWe are seeking a skilled Portfolio Activation Manager to join our team at Axis Bank. The successful candidate will be responsible for updating our portfolio and working with analytics and cross-selling teams to drive business growth.Key ResponsibilitiesUpdate our portfolio...
-
Senior Client Relationship Manager
3 weeks ago
Mumbai, Maharashtra, India Zeal Hind Groups Full timeAre you passionate about building long-term relationships with high net worth individuals? Do you have a strong background in finance and a desire to help clients achieve their financial goals?We are seeking an experienced Senior Client Relationship Manager to join our team at Zeal Hind Groups. As a key member of our private banking team, you will be...
-
High Net Worth Banking Specialist
3 weeks ago
Mumbai, Maharashtra, India Axis Bank Full timeAbout the RoleAxis Bank is seeking an experienced Outbound Channel Banking Expert to join our team. As a key member of our affluent banking team, you will be responsible for building and maintaining relationships with high net worth individuals.ResponsibilitiesClient Acquisition: Identify and acquire new affluent banking clients through proactive outreach...
-
Senior Wealth Management Specialist
1 week ago
Mumbai, Maharashtra, India Zeal Hind Groups Full timeAbout the Role:At Zeal Hind Groups, we are seeking a highly skilled and experienced Senior Wealth Management Specialist to join our team. As a key member of our wealth management division, you will be responsible for building and maintaining strong relationships with our affluent and super-affluent clients.About You:To be successful in this role, you should...
-
Senior Wealth Advisory Partner
3 weeks ago
Mumbai, Maharashtra, India Vitasta Consulting Pvt Ltd Full timeVitasta Consulting Pvt Ltd is seeking an experienced Senior Wealth Advisory Partner to join our team of experts in wealth management.The ideal candidate will be responsible for acquiring and managing High Net Worth relationships by delivering exceptional services and establishing strong ties with clients.Key Responsibilities:Acquiring HNI clients (Affluent &...
-
Treasures Segment Lead
4 weeks ago
Mumbai, Maharashtra, India DBS Bank Full timeJob Overview:DBS Bank is seeking a talented individual to lead the Treasures Segment, focusing on affluent customers. The successful candidate will be responsible for developing and implementing strategies to attract and retain high-net-worth individuals, providing a differentiated value proposition and exceptional customer experience.Key...
-
Senior Wealth Management Professional
17 hours ago
Mumbai, Maharashtra, India Karyarth Full time**Job Summary:**We are seeking a highly skilled and experienced Senior Wealth Management Professional to join our team at Karyarth.About the Role:The ideal candidate will have a strong background in wealth management, with experience in acquiring and advising high net worth individuals (HNIs). They will be responsible for leading a pool of affluent and super...
-
Senior Banking Professional:Outbound Channel
1 month ago
Mumbai, Maharashtra, India Axis Bank Full timeAffluent Banking Channel OpportunityWe are seeking a skilled professional to join our team as an Affluent Banking Channel Specialist.Key Responsibilities:Develop and execute strategies to drive business growth in the affluent banking segment.Build and maintain relationships with high net worth individuals and their families.Provide exceptional customer...
-
Senior Wealth Advisor
1 month ago
Mumbai, Maharashtra, India Talent Corner Full timeKey ResponsibilitiesWe are seeking an experienced Wealth Advisor to drive HNI client acquisition by targeting affluent and super affluent segments. The ideal candidate will cultivate relationships, grow AUM, advise on investments, and enhance portfolios. They will also research markets, collaborate with product teams, and organize events to fuel business...
-
Strategic Business Associate
4 weeks ago
Mumbai, Maharashtra, India Zeal Hind Groups Full time**Job Title:** Wealth Management SpecialistWe are seeking a skilled Wealth Management Specialist to join our team at Zeal Hind Groups. As a key member of our team, you will be responsible for delivering exceptional client experiences and contributing to the growth of our client base.**Responsibilities:**Build and maintain strong relationships with affluent...
-
Wealth Management Professional
3 weeks ago
Mumbai, Maharashtra, India Karyarth Full timeWealth Manager Job DescriptionKey Responsibilities:Acquire and advise HNI clients, leading affluent and super affluent client bases from existing company pools.Build sales funnels through client meetings or virtual presentations.Conduct and assist in organizing seminars, workshops, and business development activities.Coordinate with product and research...