Analyst, Treasures Relationship Manager, Consumer Banking Group

DBS Bank Ltd; Madurai District; Presencial; INR 1.000.000 - 1.800.000; Tempo integral

Resumo da vaga

DBS Group Holdings Ltd in Madurai seeks a Treasures Relationship Manager to drive client acquisition and wallet growth for Treasures clients with AUM ≥ INR 20 Million. You will coordinate with product and service teams to deliver superior service and cross-sell DBS offerings.

The role emphasizes proactive relationship management, onboarding compliance, and collaboration with wealth, investment, and insurance specialists to enhance client profitability and loyalty within the Indian market.

Qualificações

• Experience in wealth management or private banking preferred.
• Strong client relationship and communication skills.
• Awareness of KYC/AML and regulatory compliance.

Responsabilidades

• Acquire and upgrade Treasures clients in Madurai branch area.
• Engage with existing customers to deepen wallet share and AUM.
• Ensure product activation across e-Channels and savings growth.
• Deliver high service levels and maintain DBS sales process compliance.
• Coordinate with Wealth/Investment/Insurance specialists for client portfolios.
• Organize elite client events to strengthen DBS brand in India.

Descrição da vaga

Analyst, Treasures Relationship Manager, Consumer Banking Group### Analyst, Treasures Relationship Manager, Consumer Banking GroupApply: Madurai Main: Full time: Posted Today: WD90552**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.**Job Purpose:** To deliver exceptional volume and revenue performance by acquiring and engaging with DBS Treasures clients having an AUM => INR 20 Million through “need-based approach” and ensure client coverage and product penetration through cross-sell and up-sell of DBS products and services. To manage & maintain the highest customer satisfaction and service levels through pro-active client engagement & relationship management, coordinating internally with DBS Service and Distribution and Product teams**Key Accountabilities** • Acquire and upgrade quality Treasures clients in the branch location areas • Engage with existing customers to deepen the wallet share through retention and growth of AUM. • Accountable for achieving monthly & annual volume and revenue objective, as agreed. • Ensure activation of e-Channels (I-Banking / M-Banking/ Online MF/Debit Card) and Savings Book growth • Ensure proper implementation & execution of product strategies through effective relationship management. • Develop the client trust and loyalty for entrenched relationship with DBS through lifestyle and beyond banking propositions • Ensure optimum product mix and new- to- product clients aimed at customer level profitability and enhancing client coverage. • Drive and deliver exemplary customer service in the local market and uphold DBS service standards. • Ensure internal and regulatory compliance through strict adherence to DBS sales process, timely risk reviews and exercising due diligence while on-boarding. • Ensure exemplary service delivery of these clients by building appropriate workflows and processes incl. doorstep banking etc.**Job Duties:** • Establish, manage and grow the AUM of the elite Treasures Client segment by acquiring and nurturing the client having AUM => INR 10 M • Ensure timely portfolio review by jointly engaging with Wealth / Investment / Insurance specialist with clients. • Ensure complete knowledge of all products & services through continuous skill and knowledge improvement. • Resolve customer queries and complaints within the agreed TAT as per the DBS customer service policy. • Provide feedback on market, competition and products, suggest innovations & ideas for continuous product and service improvements. • Keep attuned to the current economic and financial markets to be current and proficient to ensure effective engagement with the elite segment of Treasures customers. • Coordinate and work closely with CBG Relationship Manager peer groups and colleagues, Service teams, Product specialist at branches to ensure that team objectives are met through an environment that nurtures harmony and collaboration through team work • Work closely with the Line Manager and City / Cluster Head to ensure achievement of common team and Branch objectives. • Ensure internal and regulatory compliance and address operational risks if any, e.g. Health & Safety standards, security of premises, AML / KYC and ongoing risk reviews. • To exercise appropriate due diligence while on-boarding and engaging with clients. • Establish DBS as a primary banker for clients and as a prominent wealth management provider in India. • Organize exclusive lifestyle, sports , music and such other elite engagement events and activities for prospect generation , entrench existing relationship and reinforce the DBS brand in the Private Wealth management space**Location:**Madurai Main**Job:**Relationship Management**Schedule:**Regular**Employee Status:**Full time