Analyst, Treasures Relationship Manager, Consumer Banking Group

DBS Bank Ltd; Chennai; Presencial; INR 700.000 - 1.200.000; Jornada completa

Descripción de la vacante

DBS Bank Ltd, Chennai-based Relationship Management role, seeks an experienced professional to provide personalized financial advisory services to high-net-worth clients, including investment planning and wealth management. You will build and maintain strong client relationships, review portfolios, and collaborate with investment specialists to deliver comprehensive solutions.

The ideal candidate demonstrates strong analytical and communication skills, a proven sales record, and proficiency with

Formación

• Minimum experience in a similar role within banking or financial services.
• Strong analytical and problem-solving abilities and able to grasp complex financial concepts.
• Excellent communication and interpersonal skills to build trust with clients.
• Proven track record of delivering exceptional client service and achieving sales targets.
• Proficient with financial analysis tools and portfolio management software.

Responsabilidades

• Provide personalized financial advisory services to high-net-worth clients, including investment planning and retirement planning.
• Identify client needs and recommend suitable financial solutions to meet goals.
• Maintain client relationships by reviewing portfolios and providing timely updates.
• Collaborate with investment specialists and product experts to deliver comprehensive financial solutions.
• Contribute to growth and development of the Treasures RM team through best-practice sharing.

Conocimientos

Analytical thinking

Problem solving

Communication skills

Interpersonal skills

Sales orientation

Descripción del empleo

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 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