Digital Wealth Virtual Relationship Manager

DBS Bank Ltd; Helena (MT); On-site; USD 6,300 - 13,000; Full time

Job summary

DBS India is seeking a Virtual Relationship Manager to engage HNW clients and drive wealth solutions across geographies. You will onboard clients through digital channels, balance product mix, and deepen wallet share with proactive service and cross-sell.

Based in Pune, the role emphasizes multi-channel engagement, client onboarding, and delivering a high-quality customer experience in line with DBS standards.

Qualifications

• Experience in wealth management and client onboarding.
• Strong selling and relationship-building capabilities.
• Knowledge of banking products and financial services.
• Fluency in English and Hindi; regional language skills are a plus.

Responsibilities

• Acquire clients via e-boarding and grow AUM steadily.
• Engage clients across channels to drive revenue.
• Balance product mix and deepen wallet share.
• Improve customer satisfaction through timely engagement.
• Onboard new clients and explain product features.

Skills

Selling skills

Team influencing

People management

Communication skills

Drive for action

Ambiguity tolerance

Strategy understanding

Education

University degree in finance/business

Postgraduate in marketing/finance/banking

Tools

AMFI/IRDAI license

Job description

DBS India is seeking a Virtual Relationship Manager to engage HNW clients and drive wealth solutions across geographies. You will onboard clients through digital channels, balance product mix, and deepen wallet share with proactive service and cross-sell.

Based in Pune, the role emphasizes multi-channel engagement, client onboarding, and delivering a high-quality customer experience in line with DBS standards.