Officer, Branch Relationship Manager, Consumer Banking Group

DBS Bank Ltd

Tiruchirappalli

On-site

INR 600,000 - 900,000

Full time

6 days ago
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Job summary

DBS Bank Ltd in Srirangam, Trichy, Tamil Nadu is seeking an Officer, Branch Relationship Manager in the Consumer Banking Group to grow a client portfolio and deliver tailored financial solutions.

The role requires strong relationship-building, wealth management knowledge, and proven sales capability, with adherence to regulatory standards. A CMFAS-like certification is preferred, and a bachelor’s degree is needed.

Qualifications

  • Bachelor’s degree in Business/Finance or related field.
  • Experience in relationship management, wealth management, or financial sales.
  • CMFAS papers or equivalent regulatory certifications preferred.

Responsibilities

  • Manage and grow a portfolio of individual clients, providing tailored financial solutions and wealth management advice.
  • Acquire new customers through active prospecting, referrals, and branch marketing events.
  • Achieve individual sales targets across financial products including investment, insurance, and treasury solutions.
  • Conduct regular financial portfolio reviews with clients to align investments with goals and risk profiles.
  • Deliver exceptional customer service, ensuring prompt resolution of client queries and high satisfaction.
  • Adhere to regulatory requirements, compliance standards, and internal bank policies to mitigate risk.

Skills

Relationship management
Wealth management
Financial sales
Interpersonal communication
Analytical skills

Education

Bachelor’s degree in Business, Finance, or related discipline

Job description

## Officer, Branch Relationship Manager, Consumer Banking GroupApply: Srirangam, Trichy: Full time: Posted Today: End Date: September 30, 2026 (4 days left to apply): WD89083**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 individual clients, providing tailored financial solutions and wealth management advice.* Acquire new customers through active prospecting, referrals, and participation in branch marketing events.* Achieve individual sales targets across a range of financial products, including investment, insurance, and treasury solutions.* Conduct regular financial portfolio reviews with clients to ensure their investment strategies align with their financial goals and risk profiles.* Deliver exceptional customer service, ensuring prompt resolution of client queries and maintaining high satisfaction levels.* Adhere strictly to regulatory requirements, compliance standards, and internal bank policies to mitigate risk.**Requirements*** Bachelor’s degree in Business, Finance, or a related discipline.* Proven track record in relationship management, wealth management, or financial sales within the banking sector.* Strong knowledge of financial products, including wealth advisory, insurance, and investment instruments.* Relevant financial certifications (such as CMFAS papers or equivalent local regulatory certifications) are highly preferred.* Excellent interpersonal and communication skills, with the ability to build rapport with diverse client segments.* Strong analytical skills with a customer-centric mindset and a results-driven attitude.**Apply Now**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:**Srirangam, Trichy**Job:**Relationship Management**Schedule:**Regular**Employee Status:**Full time
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