Senior Associate, Customer Relationship Manager, Financial Services Group

3 weeks ago


Jamshedpur, Jharkhand, India DBS Bank Full time

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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