Treasures Relationship Manager

3 weeks ago


Mumbai, Maharashtra, India DBS Bank Full time
Job Purpose

To deliver exceptional performance by acquiring and engaging with DBS Treasures clients having an AUM => INR 20 Million through a need-based approach and ensuring 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 AUM.
- Accountable for achieving monthly & annual volume and revenue objective, as agreed.

Job Duties & Responsibilities

- Establish, manage and grow the AUM of the elite Treasures Client segment by acquiring and nurturing the client having AUM => INR 10 M.
- Ensure timely portfolio review by jointly engaging with Wealth / Investment / Insurance specialist with clients.
- Ensure complete knowledge of all products & services through continuous skill and knowledge improvement.
- Resolve customer queries and complaints within the agreed TAT as per the DBS customer service policy.
- Provide feedback on market, competition and products, suggest innovations & ideas for continuous product and service improvements.

Requirements

- Minimum 10 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.

Preferred Qualifications

- Graduate / Post Graduate 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-orientated & the ability to deliver results under pressure.
- Understanding of competitive positioning.
- Strong service orientation, customer-centric behavior.
- Focused on developing image and good will of the brand.
- Creative, inquisitive mind with problem solving abilities.
- Ability to deliver results within tight timelines.
- Attention to details, analyzing abilities.

Technical Competencies

- Understanding of HNI Sales/ wealth management product suite, platforms and operational procedures.
- Understanding of banking and para-banking guidelines issued by RBI (local regulations in India) and local laws and regulations that impact businesses in general.
- Understanding of KYC requirements & Anti-money Laundering Policies.
- Knowledge of financial markets and products to assist in meaningful engagement with clients.

Work Relationship

- Management of clients and prospects for acquisition and deepening of wallet share.
- Close interaction with Treasures Elite Team Leader, City / Cluster Head, Branch Service and Operations team to ensure consistent delivery of volume and revenue targets.
- Close and regular interaction with Branch Product specialists for effective skill / knowledge development of self and explore potential in existing book through joint engagement with clients.

Culture & Behaviors

- 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.

About DBS Bank

DBS Bank is a leading financial services group in Asia, with operations in 18 markets worldwide. We are committed to building a better future for our customers, employees, and the communities we serve. We are constantly seeking talented individuals who share our values and are passionate about delivering exceptional service to our clients.

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