Treasure Relationship Specialist

6 days ago

Noida, Uttar Pradesh, India beBeeCustomerRelationships Full time ₹ 3,00,00,000

**Job Title:** Senior Associate, Treasure Relationship Manager

**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 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
  • Implement product strategies through effective relationship management
  • Develop client trust and loyalty for entrenched relationship with the organization through lifestyle and beyond banking propositions
  • Drive and deliver exemplary customer service in the local market and uphold the organization's service standards
  • Ensure internal and regulatory compliance through strict adherence to processes

Requirements:

  • 8 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 certification preferred

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

Culture, Behavior, Performance: Ensure customer focus by delighting customers, reduce complaints, build pride and passion to protect, maintain, and enhance the organization's image and reputation, enhance knowledge base, build skill sets, develop competencies, execute at speed while maintaining error-free operations.

This role requires someone who is highly skilled in building relationships, has excellent communication skills, and can work independently in a fast-paced environment.

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