Client Engagement AdvisorResponse Informatics • Hyderabad, Republic Of India, IN
Client Engagement Advisor
Response Informatics • Hyderabad, Republic Of India, IN
18 hours ago
Job descriptionEnsure timely portfolio review by jointly engaging with Wealth / Investment / Insurance specialist Ensure complete knowledge of all products & services through continuous skill and knowledge Resolve customer queries and complaints within the agreed TAT as per the DBS customer service Provide feedback on market, competition and products, suggest innovations & ideas for Keep attuned to the current economic and financial markets to be current and proficient to ensure Coordinate and work closely with CBG Relationship Manager peer groups and colleagues, Service 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 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
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
with clients.
improvement.
policy.
continuous product and service improvements.
effective engagement with the elite segment of Treasures customers.
teams, Product specialist at branches to ensure that team objectives are met through an environment
that nurtures harmony and collaboration through team work
Safety standards, security of premises, AML / KYC and ongoing risk reviews.
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Client Advisor • Hyderabad, Republic Of India, IN
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