AVP, Treasures Relationship Manager – Elite HNI Wealth

DBS; Hinoba-an; On-site; PHP 1,193,000 - 1,989,000; Full time

Job summary

DBS India in Gandhidham is seeking an experienced Relationship Manager in Private Wealth to acquire and manage high-net-worth clients. You will drive wealth solutions, cross-sell DBS products, and ensure superior service while maintaining strict regulatory standards.

Responsibilities include targeting Treasures clients, growing AUM, coordinating with product and service teams, and delivering revenue objectives in a competitive market.

Qualifications

• 6–12 years of experience in HNI Sales / Wealth Management / Private Banking.
• Solid knowledge of financial planning and wealth products in India.
• AMFI/IRDAI/FEDAI certifications with BCSBI certification is a plus.

Responsibilities

• Acquire and upgrade Treasures clients with AUM targets.
• Engage existing clients to deepen wallet share through retention and cross-sell.
• Ensure monthly and annual volume and revenue objectives are met.
• Drive client engagement and provide exceptional service in the local market.
• Coordinate with service, distribution, and product teams for best outcomes.
• Establish DBS as a premier banker for Treasures clients in India.

Skills

HNI Sales

Wealth Management

Private Banking

Relationship Management

Financial Planning

Education

MBA / PG in relevant field

Graduate / Post Graduate

Tools

AMFI Certification

IRDAI Certification

FEDAI Certification

BCSBI Certification

Job description

DBS India in Gandhidham is seeking an experienced Relationship Manager in Private Wealth to acquire and manage high-net-worth clients. You will drive wealth solutions, cross-sell DBS products, and ensure superior service while maintaining strict regulatory standards.

Responsibilities include targeting Treasures clients, growing AUM, coordinating with product and service teams, and delivering revenue objectives in a competitive market.