Vice President, Treasures Private Client, Consumer Banking Group

DBS Bank; Kolkata District; On-site; INR 4,000,000 - 7,000,000; Full time

Job summary

DBS Bank India seeks a seasoned Relationship Manager in the Treasures Private Client space to grow client AUM above INR 6 crore. The role focuses on acquiring high-net-worth clients, expanding with corporates, family offices, and distributors, and transferring books while ensuring strict compliance and service excellence.

The ideal candidate has 10+ years in HNI/wealth management with MBA/CA credentials, deep market knowledge, and a track record of building strong client relationships.

Qualifications

• Minimum 10 years of experience in HNI Sales/Wealth Management/Private Banking
• Should have an investment book and established relationships with corporates, family offices, and distributors
• MBA or CA or equivalent from a premium institute
• Strong knowledge of financial planning and wealth management products in India
• Understanding of local market and competition

Responsibilities

• Establish, manage, and grow the TRV of Treasures Private Client segment with AUM > INR 6cr
• Acquire new promoters in corporate, family office, and HNI segments to grow AUM
• Identify and secure new clients or transfer existing books to increase AUM
• Maintain compliance and regulatory adherence in all activities
• Stay updated on market, products, and innovations; provide superior investment solutions

Skills

Relationship Management

HNI Sales

Wealth Management

Private Banking

Financial Planning

Communication

Education

MBA

CA

Job description

Business Function

As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realize their dreams and ambitions across 500 branches across the country. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits (incl. structured solutions for NRI), investments, insurance, mortgages, credit cards and personal loans to help our customers realize their dreams and aspirations at every life stage

Job Purpose

To deliver exceptional volume and revenue performance by acquiring and engaging with DBS Treasures Private HNI clients having a total relationship value of 6cr INR & above. This role requires an experienced professional with a strong background in wealth management, exceptional leadership capabilities, and a proven track record in business development

Job Duties & Requirements

• Establish, manage, and grow the TRV of Treasures Private Client segment by acquiring and nurturing the clients having AUM => INR 6cr
• Acquiring new set of promoters in small, mid, and large corporate segments / Family office/HNI to improve the overall AUM
• A significant part of the role will be to identify and secure new clients to increase AUM. This can also be achieved by bringing an existing book of clients over to transfer the AUM. All the functions of this role must be carried out in such a way that adheres to all compliance and regulatory requirements
• Ensure complete knowledge of all products & services through continuous skill and knowledge improvement
• Provide feedback on market, competition, and products, suggest innovations & ideas for continuous product and service improvements
• Use financial acumen and investment expertise to review a client's information, work closely with the Research and Advisory team to provide superior investment solutions thereby helping the client reach short-term and long-term investment goals, and seamlessly align service delivery for an enhanced customer experience

Required Experience

• Minimum 10 years of experience in HNI Sales / Wealth Management / Private Banking segment and handling an investment book of min 200cr INR
• The ideal candidate will have previous Private Banking experience, should have existing relationship with key corporates, family offices, and distributors and bring along with a transferable book of discretionary managed investments
• MBA / CA or equivalent from a premium institute
• Sound understanding of financial planning and wealth management products in India
• In-depth knowledge of local market and competition

Core Competencies

• Effective probing and listening skills
• Strong Relationship Management and influencing skills
• Self-driven and ambitious
• Good written and verbal communication skills
• Results-oriented, analytical and ability to deliver results under pressure
• Understanding of competitive positioning
• Strong service orientation, customer-centric behavior

DBS India - Culture & Behavior

• Performance through Value Based Propositions
• Ensure customer focus by delighting customers & reduce complaints
• Build pride and passion to protect, maintain and enhance DBS' image and reputation
• Enhance knowledge base, build skill sets & develop competencies
• Execute at speed while maintaining error free operations

Location:

Kolkata-DBIL

Job:

Relationship Management

Schedule:

Regular

Employee Status:

Full time