Senior Associate, Customer Relationship Manager, Financial Services Group
3 weeks ago
Job Summary
As a Senior Associate, Customer Relationship Manager, Financial Services Group, you will be responsible for delivering exceptional volume and revenue performance by acquiring and engaging with DBS Treasures clients with a total relationship value exceeding ₹30 lakhs through a need-based approach. You will ensure 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 wallet share through retention and growth of Total Relationship Value (TRV)
- Accountable for achieving annual volume and revenue objectives
- Ensure Savings Book and loan book growth
- Ensure proper implementation and execution of product strategies through effective relationship management
- Develop client trust and loyalty for entrenched relationships with DBS through lifestyle and beyond banking propositions
- Drive and deliver exemplary customer service in the local market and uphold DBS service standards
- Ensure internal and regulatory compliance through strict adherence to DBS processes
Requirements
- 6-12 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
Culture & Behavior
- Performance through Value-Based Propositions
- Ensure customer focus by delighting customers and reducing 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
DBS India
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