Affluent Relationship Manager
2 months ago
Job Title: Senior Associate, Affluent Relationship Manager, Consumer Banking Group
Job Summary: We are seeking a highly skilled and experienced professional to join our team as a Senior Associate, Affluent Relationship Manager, Consumer Banking Group.
Key Responsibilities:
- Delivers acquisition of qualified New to Bank (NTB) DBS Treasures clients through a need-based approach.
- Manages and maintains the highest customer satisfaction and service levels through proactive client engagement and relationship management.
- Conducts events and activities to enable lead generation to assist NTB acquisition.
- Implements needs-based strategies to attract New to Bank (NTB) Treasures clients in assigned locations/areas.
- Drives incremental Net New Money (NNM) leveraging CA/SA/TD growth and revenue by cross-selling insurance, FX, and investments products.
- Ensures activation of e-Channels (I-Banking / M-Banking/ Online MF/Debit Card) and Savings Book growth.
- Drives cross-sell and PPC activities.
- Delivers exemplary customer service and upholds DBS service standards.
- Ensures internal and regulatory compliance through strict adherence to DBS sales processes and timely risk reviews.
- Embraces digital banking solutions and technological advancements to deliver highly efficient, swift, and precise services to customers.
- Ensures strict adherence to product and sales policies, procedures, and regulatory guidelines.
Required Experience:
- Minimum 4 years of experience in acquiring NTB customers in premium banking/wealth categories.
- 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 Qualifications:
- Graduate/Postgraduate with MBA.
Core Competencies:
- Strong relationship management and influencing skills.
- Self-driven and ambitious.
- Good written and verbal communication skills.
- Results-oriented and 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.
- Close interaction with Team Leader, City/Cluster Head, Treasure Service and Operations team.
- Close and regular interaction with Investment, Insurance, and Forex Product specialists.
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 & Behaviors:
- Performance through Value-Based Propositions.
- Ensure customer focus by delighting customers and reduce complaints.
- Build pride and passion to protect, maintain, and enhance DBS' image and reputation.
- Enhance knowledge base, build skill sets, and develop competencies.
- Execute at speed while maintaining error-free operations.
- Maintain the highest standards of honesty and integrity.
Apply Now:
We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognizes your achievements.
Primary Location: India-Karnataka-Bangalore
Job: Product Sales
Schedule: Regular
Employee Status: Full-time
Job Posting: Aug 19, 2024, 3:35:11 AM
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