Treasures Relationship Manager

1 week ago


Hyderabad, Telangana, India DBS Bank Full time
Job Purpose

The successful candidate will be responsible for delivering exceptional volume and revenue performance by acquiring and engaging with DBS Treasures clients having an AUM of INR 20 million through a need-based approach and ensure client coverage and product penetration through cross-sell and up-sell of DBS products and services.

Key Responsibilities
  1. Acquire and upgrade quality Treasures clients in the branch location areas
  2. Engage with existing customers to deepen the wallet share through retention and growth of AUM
  3. Ensure activation of e-Channels (I-Banking / M-Banking/ Online MF/Debit Card) and Savings Book growth
  4. Ensure proper implementation & execution of product strategies through effective relationship management
  5. Develop the client trust and loyalty for entrenched relationship with DBS through lifestyle and beyond banking propositions
  6. Ensure optimum product mix and new- to- product clients aimed at customer level profitability and enhancing client coverage
  7. Drive and deliver exemplary customer service in the local market and uphold DBS service standards
  8. Ensure internal and regulatory compliance through strict adherence to DBS sales process, timely risk reviews and exercising due diligence while on-boarding
  9. Ensure exemplary service delivery of these clients by building appropriate workflows and processes incl. doorstep banking etc.
Requirements
  1. Minimum 10 years of experience in HNI Sales / Wealth Management / Private Banking segment
  2. Sound understanding of financial planning and wealth management products in India
  3. In-depth knowledge of local market and competition
  4. AMFI / IRDAI / FEDAI certified candidates with BCSBI certification would be an added advantage
  5. Graduate / Post Graduate with MBA in relevant field


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