Associate Treasures Relationship Manager Consumer Banking Group

DBS Bank Ltd; Chennai District; On-site; INR 900,000 - 1,800,000; Full time

Job summary

DBS Bank Ltd in Chennai is seeking a seasoned Relationship Manager to service high-net-worth clients, crafting personalized investment plans and wealth management strategies. You will review portfolios, build trust, and deliver tailored financial solutions across banking products.

Collaborate with investment specialists to meet client goals, drive advisory excellence, and contribute to team growth within a dynamic wealth management environment.

Qualifications

• Strong analytical and problem-solving skills to understand complex financial concepts.
• Excellent communication and interpersonal skills with ability to build trust with clients.
• Proven track record of achieving sales targets and delivering exceptional client service.

Responsibilities

• Provide personalized financial advisory services to high-net-worth clients, including investment planning and retirement planning.
• Proactively identify client needs and recommend suitable financial solutions to achieve goals.
• Maintain strong client relationships by regular portfolio reviews and timely updates.
• Collaborate with 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.

Skills

Analytical skills

Communication

Sales targets

Tools

Portfolio management software

Job description

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

• 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

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

Chennai-DBIL

Job

Relationship Management

Schedule

Regular

Employee Status

Full time