Analyst, Treasures Relationship Manager, Consumer Banking Group

DBS Bank; Chennai District; On-site; INR 800,000 - 1,500,000; Full time

Job summary

DBS Bank in Chennai is seeking a Relationship Manager to provide personalized financial advisory services to high-net-worth clients. The role involves identifying client needs and offering appropriate financial solutions, maintaining relationships through regular portfolio reviews, and collaborating with cross-functional teams.

Ideal candidates have a minimum of 3 years in similar roles, strong analytical skills, and excellent communication abilities. Full-time opportunities are available in a dynamic banking environment.

Qualifications

• Minimum 3 years of experience in a similar role, preferably in the banking or financial services industry.
• Strong analytical and problem-solving skills, with the ability to understand complex financial concepts.
• Excellent communication and interpersonal skills to build trust with clients.

Responsibilities

• Provide personalized financial advisory services to high-net-worth clients.
• Identify client needs and recommend appropriate financial solutions.
• Maintain strong relationships by reviewing client portfolios regularly.

Skills

Analytical skills

Problem-solving

Communication

Interpersonal skills

Client service

Tools

Financial analysis tools

Portfolio management software

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 advisory services to high-net-worth clients, including investment planning, wealth management, and retirement planning
• Proactively identify client needs and recommend appropriate financial solutions to help them achieve their financial goals
• Maintain strong relationships with clients by regularly reviewing their portfolios and providing timely updates
• Collaborate with cross-functional teams, such as investment specialists and product experts, to deliver comprehensive financial solutions
• Contribute to the growth and development of the Treasures RM team by sharing best practices and participating in team initiatives

Requirements

• Minimum 3 years of experience in a similar role, preferably in the banking or financial services industry
• Strong analytical and problem-solving skills, with the ability to understand complex financial concepts
• Excellent communication and interpersonal skills, with the ability to build trust and rapport with clients
• Demonstrated track record of providing exceptional client service and achieving sales targets
• Proficient in the use of financial analysis tools and portfolio management software

Location

Chennai-DBIL

Job

Relationship Management

Schedule

Regular

Employee Status

Full time