Vice President, Treasures Private Client Relationship Manager,Consumer Banking Group

1 day ago


Mumbai, Maharashtra, India DBS Bank Full time

Job PurposeTo deliver exceptional volume and revenue performance by acquiring and engaging with DBS Treasures Private HNI clients having a total relationship value of 6cr INR & above. This role requires an experienced professional with a strong background in wealth management, exceptional leadership capabilities, and a proven track record in business developmentJob Duties & responsibilities* Establish, manage, and grow the TRV of Treasures Private Client segment by acquiring and nurturing the clients having AUM = > INR 6cr* Acquiring new set of promoters in small, mid, and large corporate segments / Family office/HNI to improve the overall AUM* A significant part of the role will be to identify and secure new clients to increase AUM. This can also be achieved by bringing an existing book of clients over to transfer the AUM. All the functions of this role must be carried out in such a way that adheres to all compliance and regulatory requirements* Ensure complete knowledge of all products & services through continuous skill and knowledge improvement* Provide feedback on market, competition, and products, suggest innovations & ideas for continuous product and service improvements* Use financial acumen and investment expertise to review a client's information, work closely with the Research and Advisory team to provide superior investment solutions thereby helping the client reach short-term and long-term investment goals, and seamlessly align service delivery for an enhanced customer experienceRequirements: * Experience in HNI Sales / Wealth Management / Private Banking segment and handling an investment book of min 200cr INR* The ideal candidate will have previous Private Banking experience, should have existing relationship with key corporates, family offices, and distributors and bring along with a transferable book of discretionary managed investments* MBA / CA or equivalent from a premium institute* Sound understanding of financial planning and wealth management products in India* In-depth knowledge of local market and competitionCore Competencies* Effective probing and listening skills* Strong Relationship Management and influencing skills* Self-driven and ambitious* Good written and verbal communication skills* Results-oriented, analytical and ability to deliver results under pressure* Understanding of competitive positioning* Strong service orientation, customer-centric behaviorDBS India - Culture & Behavior* 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.



  • Mumbai, Maharashtra, India DBS Full time

    Business FunctionAs the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions across 600 branches across the country. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits (incl. structured solutions for NRI),...


  • Mumbai, Maharashtra, India CapSavvy Full time

    Company DescriptionCapSavvy Consultants Private Limited is a prominent advisory firm specializing in finance, technology, and education. Renowned for delivering strategic and customized solutions, CapSavvy offers services in private equity, debt syndication, financial structuring, mergers and acquisitions (M&A), business strategy consulting, and...


  • Mumbai, Maharashtra, India JPMorganChase Full time

    DescriptionAn exciting opportunity to join as a Vice President exists in the Global Corporate Banking team. Role is based in Mumbai. Job summaryAs a Vice President in the Global Corporate Banking team, you will manage J.P. Morgan's overall relationships with large corporations based in West India. We are looking to recruit a Corporate banker based in...


  • Mumbai, Maharashtra, India JPMorgan Chase & Co. Full time

    An exciting opportunity to join as a Vice President exists in the Global Corporate Banking team. Role is based in Mumbai. Job summaryAs a Vice President in the Global Corporate Banking team, you will manage J.P. Morgan's overall relationships with large corporations based in West India. We are looking to recruit a Corporate banker based in Mumbai, India to...


  • Mumbai, Maharashtra, India JPMorganChase Full time

    Job DescriptionAn exciting opportunity to join as a Vice President exists in the Global Corporate Banking team. Role is based in Mumbai.Job SummaryAs a Vice President in the Global Corporate Banking team, you will manage J.P. Morgan's overall relationships with large corporations based in West India. We are looking to recruit a Corporate banker based in...


  • Mumbai, Maharashtra, India DBS Bank Full time

    Business FunctionAs the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our...


  • Mumbai, Maharashtra, India Axience Full time

    About AxienceAxience is a professional business services firm, established with a credo of delivering "Integrated Bespoke Solutions" for our clientsWe provide high quality bespoke and boutique-style financial and business research services and have established ourselves as a well-regarded research firm with a strong clientele, board and management teamOur...


  • Mumbai, Maharashtra, India JPMorganChase Full time

    JOB DESCRIPTIONJob Summary:Join us as a Vice President in the India Financing Team, where you will work on origination and execution of private financing trades with Indian Corporates. This role offers the opportunity to engage with origination partners and clients, expanding your network and impact in the industry. You will play a crucial role in shaping...


  • Mumbai, Maharashtra, India Ekam Advisors Private Limited Full time

    We are seeking a senior Vice President – Credit (Structured Debt) to lead credit evaluation and risk management for structured lending transactions, including bespoke, collateralised, and cash-flow backed deals.Key Responsibilities• Lead credit underwriting for structured debt transactions (LAP, LRD, structured corporate loans, mezzanine, promoter...

  • Vice President

    2 weeks ago


    Mumbai, Maharashtra, India Arthan Full time

    About the RoleThe Vice President is a key leadership position, directly reporting to the Chairman & Managing Director, and collaborating closely with senior leaders including the Project Director, Senior Advisors, and the Board.This role offers the opportunity to lead the power sector portfolio, drive business development and strategic growth, and expand the...