Senior Associate, Treasures Relationship Manager, Consumer Banking Group

ConfidentialMumbai, India

11 days ago

Job description

Assistant Vice Prresident, Treasures Relationship Managers, Consumer Banking Group

Requisition ID : WD74603 |Date created : 2025-06-03

Business Function

As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions across 600 branches across the country. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits (incl. structured solutions for NRI), investments, insurance, mortgages, credit cards and personal loans to help our customers realise their dreams and aspirations at every life stage.

Job Purpose

To deliver exceptional volume and revenue performance by acquiring and engaging with DBS
Treasures clients having an AUM =>

INR 20 Million through 'need-based approach” and ensure client coverage and product penetration through cross-sell and up-sell of DBS products and services

To manage & maintain the highest customer satisfaction and service levels through pro-active client engagement & relationship management, coordinating internally with DBS Service and Distribution and Product team

Key Accountabilities

Acquire and upgrade quality Treasures clients in the branch location areas

Engage with existing customers to deepen the wallet share through retention and growth of AUM

Accountable for achieving monthly & annual volume and revenue objective, as agreed

Ensure activation of e-Channels (I-Banking / M-Banking / Online MF / Debit Card) and Savings Book growth

Ensure proper implementation & execution of product strategies through effective relationship management

Develop the client trust and loyalty for entrenched relationship with DBS through lifestyle and beyond banking propositions

Ensure optimum product mix and new- to- product clients aimed at customer level profitability and enhancing client coverage

Drive and deliver exemplary customer service in the local market and uphold DBS service standards

Ensure internal and regulatory compliance through strict adherence to DBS sales process, timely risk reviews and exercising due diligence while on-boarding

Ensure exemplary service delivery of these clients by building appropriate workflows and processes incl. doorstep banking etc

Job Duties & Responsibilities

Establish, manage and grow the AUM of the elite Treasures Client segment by acquiring and nurturing the client having AUM =>

INR 10 M

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 DBS as 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 DBS brand in the Private Wealth management space

Requirements

Minimum 10 years of experience in HNI Sales / Wealth Management / Private Banking segment

Sound understanding of financial planning and wealth management products in India

In-depth knowledge of local market and competition

AMFI / IRDAI / FEDAI certified candidates with BCSBI certification would be an added advantage

Education / Preferred Qualifications

Graduate / Post Graduate with MBA in relevant field

Core Competencies

Effective probing and listening skills

Strong Relationship Management and influencing skills

Self-driven and ambitious

Good written and verbal communication skills

Results-orientated & the ability to deliver results under pressure

Understanding of competitive positioning

Strong service orientation, customer-centric behavior

Focused on developing image and good will of the brand

Creative, inquisitive mind with problem solving abilities

Ability to deliver results within tight timelines

Attention to details, analyzing abilities

Technical Competencies

Understanding of HNI Sales / wealth management product suite, platforms and operational procedures

Understanding of banking and para-banking guidelines issued by RBI (local regulations in India) and local laws and regulations that impact businesses in general

Understanding of KYC requirements & Anti-money Laundering Policies

Knowledge of financial markets and products to assist in meaningful engagement with clients

Work Relationship

Management of clients and prospects for acquisition and deepening of wallet share

Close interaction with Treasures Elite Team Leader, City / Cluster Head, Branch Service and Operations team to ensure consistent delivery of volume and revenue targets

Close and regular interaction with Branch Product specialists for effective skill / knowledge development of self and explore potential in existing book through joint engagement with clients

Mandatory Training

GCAP (Group Customer Acceptance Policy)

BCAP (Business Customer Acceptance Policy)

AML (Anti Money Laundering) and KYC Guidelines

PIP (Personal Investment Policy)

ORM (Operational Risk Management)

Information Security Policy

DBS India - Culture & Behaviors

Performance through Value Based Propositions

Ensure customer focus by delighting customers & reduce complaints

Build pride and passion to protect, maintain and enhance DBS' image and reputation

Enhance knowledge base, build skill sets & develop competencies

Execute at speed while maintaining error free operations

Maintain the highest standards of honesty and integrity

Apply Now

We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements .

Primary Location

India-Maharashtra-Andheri-DBIL

Job

Relationship Management

Schedule

Regular

Job Type

Full-time

Job Posting

Jul 30, 2025, 3 : 12 : 09 PM

Skills Required

Wealth Management, Financial Planning, Hni Sales

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Relationship Manager • Mumbai, India

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