Analyst, Relationship Manager-Loan Against Property, Consumer Banking Group

DBS Bank Ltd; Pune District; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

DBS Bank Ltd. in Pune is seeking a Product Sales professional to provide personalized mortgage solutions to high-net-worth clients within the DBS Consumer Banking group.

The role focuses on reviewing portfolios, understanding client goals, and collaborating with cross-functional teams to deliver a comprehensive client experience. The position requires strong analytical abilities, excellent communication, and a proven track record in client-facing mortgage advisory.

Qualifications

• Experience in mortgages, preferably in a client-facing role.
• Strong analytical and problem-solving skills with the ability to understand complex financial concepts.
• Excellent communication and interpersonal skills to effectively engage with high-net-worth clients.
• Demonstrated track record of building and maintaining long-term client relationships.
• Proficient understanding of financials and bank products.

Responsibilities

• Provide personalized financial advice and solutions to high-net-worth clients within and outside the Treasures segment.
• Understand clients’ financial goals and risk profiles to recommend mortgage products and services.
• Proactively engage with clients to review mortgage portfolios.
• Collaborate with other teams to deliver a seamless client experience.
• Maintain deep understanding of bank product offerings, market trends, and regulatory changes.
• Contribute to development and implementation of sales strategies and initiatives.
• Ensure compliance with all relevant policies, procedures, and regulations.

Skills

Analytical skills

Communication skills

Client facing

Relationship building

Financial concepts

Job description

Business Function

As 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 customers realise their dreams and aspirations at every life stage. Our financial solutions are not only the best in the business - they were made just right for you.

Responsibilities

• Provide personalized financial advice and solutions to high-net-worth clients within and Outside the Treasures segment
• Understand clients’ financial goals, risk profiles, to recommend Mortgage products and services
• Proactively engage with clients to review their Mortgage portfolios
• Collaborate with other teams within the bank to deliver a seamless and comprehensive client experience
• Maintain a deep understanding of the bank’s product offerings, market trends, and regulatory changes
• Contribute to the development and implementation of sales strategies and initiatives
• Ensure compliance with all relevant policies, procedures, and regulations

Requirements

• experience in the Mortgages, preferably in a client-facing role
• Strong analytical and problem-solving skills with the ability to understand complex financial concepts
• Excellent communication and interpersonal skills to effectively engage with high-net-worth clients
• Demonstrated track record of building and maintaining long-term client relationships
• Proficient understanding of Financials
• Ability to work independently and as part of a team
• Commitment to providing exceptional client service and upholding the bank’s values

Location:

Pune-DBIL

Job:

Product Sales

Schedule:

Regular

Employee Status:

Full time