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Relationship Manager
Relationship ManagerResponse Informatics • Prayagraj(Allahabad), IN
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Relationship Manager

Relationship Manager

Response Informatics • Prayagraj(Allahabad), IN
21 hours ago
Job description

Job Duties & responsibilities

  • Establish, manage and grow the AUM of the elite Treasures Client segment by acquiring and

nurturing the client having AUM =>

INR 10M

  • Ensure timely portfolio review by jointly engaging with Wealth / Investment / Insurance specialist
  • with clients.

  • Ensure complete knowledge of all products & services through continuous skill and knowledge
  • improvement.

  • Resolve customer queries and complaints within the agreed TAT as per the DBS customer service
  • policy.

  • Provide feedback on market, competition and products, suggest innovations & ideas for
  • continuous product and service improvements.

  • Keep attuned to the current economic and financial markets to be current and proficient to ensure
  • effective engagement with the elite segment of Treasures customers.

  • Coordinate and work closely with CBG Relationship Manager peer groups and colleagues, Service
  • teams, Product specialist at branches to ensure that team objectives are met through an environment

    that nurtures harmony and collaboration through team work

  • Work closely with the Line Manager and City / Cluster Head to ensure achievement of common team and Branch objectives.
  • Ensure internal and regulatory compliance and address operational risks if any, e.g. Health
  • Safety standards, security of premises, AML / KYC and ongoing risk reviews.

  • To exercise appropriate due diligence while on-boarding and engaging with clients.
  • Establish a primary banker for clients and as a prominent wealth management provider in India.
  • Organize exclusive lifestyle, sports , music and such other elite engagement events and activities for prospect generation , entrench existing relationship and reinforce the brand in the Private Wealth management space
  • Create a job alert for this search

    Relationship Manager • Prayagraj(Allahabad), IN

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