Analyst, Treasures Relationship Manager, Consumer Banking Group

DBS Bank Ltd; Erode; Presencial; INR 1 200 000 - 3 000 000; Tempo integral

Resumo da oferta

DBS Bank Ltd in Tamil Nadu is seeking an experienced Relationship Manager to service affluent and high-net-worth clients from our consumer banking network. You will provide personalized financial advice and oversee a growing portfolio in a dynamic banking environment.

The role focuses on wealth management across investments, insurance, and treasury products, with regular portfolio reviews, client outreach, and strict adherence to regulatory standards and internal policies.

Qualificações

• University degree in Finance, Business Administration, or a related discipline.
• Regulatory certifications for financial advisory and investment sales.
• Demonstrated experience in wealth management or relationship management within banking.
• Deep understanding of financial markets, investment products, and insurance solutions.
• Strong interpersonal, presentation, and relationship-building skills.
• Results-oriented with integrity and professional conduct.

Responsabilidades

• Manage and grow a portfolio of affluent and high-net-worth clients with personalized financial advisory.
• Deliver wealth management solutions including investments, insurance, and treasury products.
• Conduct regular portfolio reviews and market updates to optimize asset allocation.
• Acquire new clients and deepen relationships through networking and referrals.
• Ensure compliance with regulatory requirements and internal bank policies.

Conhecimentos

Wealth management

Investment products

Relationship management

Regulatory compliance

Communication skills

Formação académica

University degree in Finance, Business Administration, or related discipline

Regulatory certifications for financial advisory and investment sales

Descrição da oferta de emprego

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

• Manage and grow a portfolio of affluent and high-net-worth clients by providing personalized financial advisory services.
• Deliver comprehensive wealth management solutions, including investments, insurance, and treasury products, tailored to clients' financial goals and risk profiles.
• Conduct regular portfolio reviews and market updates to ensure optimal asset allocation and client satisfaction.
• Acquire new clients and deepen existing relationships through proactive networking and referrals.
• Ensure strict adherence to all regulatory requirements, compliance standards, and internal bank policies.

Requirements

• University degree in Finance, Business Administration, or a related discipline.
• Required regulatory certifications for financial advisory and investment sales.
• Demonstrated experience in wealth management or relationship management within the banking sector.
• Deep understanding of financial markets, investment products, and insurance solutions.
• Strong interpersonal, presentation, and relationship-building skills.
• Results-oriented with a high level of integrity and professional conduct.

We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements.

Location

Erode

Job

Relationship Management

Schedule

Regular

Employee Status

Full time