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RELATIONSHIP MANAGER - Wealth

MOHAN MANAGEMENT CONSULTANTS PTE LTD

Singapore

On-site

SGD 80,000 - 100,000

Full time

2 days ago

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Job summary

A financial consulting firm in Singapore is looking for a Relationship Manager to build and manage client relationships while achieving sales targets. Candidates should have 3-4 years of experience in banking, ideally with exposure to the NRI segment. Key skills include effective communication, sales knowledge, and a solid grasp of banking products. The role requires a focus on customer service and prompt resolution of queries, making it ideal for individuals who are motivated and customer-centric.

Qualifications

3-4 years of experience in banking, preferably with NRI segment exposure.
Effective sales and communication skills.
Knowledge of banking products and regulations.

Responsibilities

Build and manage relationships with Preferred program clients.
Achieve MTD and YTD revenue targets.
Monitor inward remittances and update CRM systems.
Ensure quality customer service and resolve queries promptly.

Skills

Sales and Influencing Skills

Banking Product & Process Knowledge

NRI Product and Regulatory Knowledge

Planning and Organizing Skills

Communication

Knowledge of Competition & Current trends in financial Industry

Education

Graduation/Post‑Graduation

AMFI Certification

IRDA Certification

NCFM Certification (Optional)

CAIIB (Optional)

Internal Certification (NR Modules)

About the company

HDFC Bank is one of India’s leading private banks and was among the first to receive approval from the Reserve Bank of India (RBI) to set up a private sector bank in 1994 with its registered office in Mumbai, India. As of March 31, 2025, the Bank’s distribution network was at 9,455 branches and 21,139 ATMs across 4,150 cities/towns. HDFC Bank inaugurated its first branch in Singapore to provide banking services in Singapore. HDFC Bank has been granted a wholesale banking license by the Monetary Authority of Singapore (MAS). HDFC business philosophy is based on five core values – Operational Excellence, Customer Focus, Product Leadership, People and Sustainability.

Job Description and Responsibilities

On behalf of our client, we’re looking for a high calibre professional to join their team and build up an emerging presence as a Relationship Manager. At HDFC Bank, they provide their employees with ample opportunities for career growth and development. The positive work environment and comprehensive training programmes ensure that their team of professionals is highly motivated and equipped with the skills to excel in their respective roles. They believe that the ultimate identity and success of their bank will reside in the exceptional quality of their people and the extraordinary efforts.

Job Purpose

To build and manage relationship with Preferred program clients so as to ensure optimum customer acquisition, retention and income generation from sales of all appropriate Assets, Liability and Cash management products of the bank.

Job Responsibilities

HNW Portfolio Management

Identify existing branch customers who meet Preferred program criteria and flag them on the system to upgrade these customers under the program
Acquire new customers who meet product criteria and flag them on the system
Regularly interact with the customer to build rapport and understand the profile.
Achieving MTD and YTD Revenue Targets
Enhance the value/book size of the given portfolio
Achieving Top Line targets for various products like LI, MF etc.

Operations, Marketing & Processes

Monitoring Inward Remittances , FCY Chq Realization
Contact 15 unique customers daily for sales calls
Update CRM with Purpose of Call, Discussion Happened, Outcome of call and next follow up date
Update any Event Based Triggers (EBTs)
Update any portfolio client related process like LTR etc
Handling Service Request for NR HNW clients
Ensure certification of documentation required for opening and maintaining customer accounts
Follow all NR Desk related processes (like Day Plan, Fee Plan and any other that may be notified from time to time)

Increase in market share

Look for opportunities to cross sell any other product of the Bank, to ensure that HDFC Bank is a one stop shop & solution for all banking needs of the NRI Preferred Customer

Product Penetration & contribution towards focused product

Ensure that an optimal level of Income generating Product Group Holding (IPGH) is reached. Enhance client's CTG level and Ensure that the Customer Group profitability is achieved

Customer Services