Assistant Officer, Virtual Relationship Manager, Consumer Banking Group
ConfidentialChennai, India8 days ago
Job descriptionAcquire clients through e-boarding of the provided leads and nurture the relationship for AUM build up in a steady manner Establish the Virtual Relationship Channel as a major revenue contributor through effective engagement with clients via multiple communication channels Ensure right balance of the product mix and balance NTB (New to Bank NR customers) with increased penetration of existing customers to deepen the wallet share Drive and deliver a radical improvement in customer satisfaction scores through timely engagement and redressal of client enquiries Ensure highest levels of customer satisfaction. Interact with new customers to detail & explain all features & functions of products & assist in on boarding of new clients Empower DBS IN clients embrace the value delivery channels to improve transaction efficiency and effectiveness Quality engagement with Emerging Affluent and Treasures clients to retain and developing sustainable relationships Ensure effective and efficient on-boarding, client coverage and client economics Coordinate and drive timely investment and insurance portfolio reviews partnering with Investment / Insurance / Wealth specialists in Cluster locations Establish relationships with the client's basis opportunities identified by key acquiring channels such as SME / CEP / IBG / DBS Experience Centers or influencers for on-boarding the clients and ensure qualification as Treasures basis the stipulated criteria Ensure service delivery by ensuring appropriate workflows and processes including digital on-boarding, upgrades, Scan / E-mail based wealth transactions, doorstep banking services, digital and remote account maintenance (Re-KYC / Risk Reviews) etc Work closely with Cluster locations, Operations and other stakeholders to ensure that customer instructions are executed correctly and in a timely manner Improving customer experience by collating customer feedback, identifying areas to improve such as operational, administrative, processes and competitiveness of products and services Maintaining an awareness of relevant products and services available so as to provide the best solutions for clients as per their identified needs and aspirations Supporting process and product improvement initiatives, providing customer feedback on service and product offering and ensuring compliance with internal audit and regulatory requirements and quality assurance Adhere to DBS India and Group standards on code of conduct and controls in line with bank values and expectations While technical competence is not essential, ability to handle client requests via e-channels and versatility with digital tools would be beneficial Good knowledge of wealth management products, both investment and insurance Customer oriented and able to capture customer financial needs Holder of relevant insurance, investment certification requirements (AMFI / IRDAI Composite license) would be an advantage Good command of spoken English and Hindi. Fluency in other regional languages (Marathi, Bengali, Tamil, Telugu etc.) would be an advantage University level education, preferably in finance, business or a related discipline. Postgraduation in marketing or finance or banking would be desirable Selling and team influencing skills to grow customer numbers and customer product uptake People Management Communication Skills Drive for Action Ability to work in an ambiguous environment Excellent understanding of the Bank's Strategy and ability to interpret this and execute effectively to grow customer wallet share Proven track record in execution of sales or marketing strategy that resulted in business growth Ensuring remote coverage and engagement of customers along with Branch teams for support Close interaction with Channels / Segments and Clusters to ensure consistent delivery of service and business objectives Demonstrate Business Performance through PRIDE 2.0 Value Based Propositions Ensure Customer Focus by Delighting Customers & Reduce Complaints Build Pride and Passion to Protect, Maintain and Enhance DBS' Reputation Enhance Self Knowledge, Skills and develop Competencies aimed at continuous improvement Maintain the Highest Standards of Honesty and Integrity
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. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our customers realise their dreams and aspirations at every life stage. Our financial solutions are not only the best in the business – they were made just right for you.
Job Purpose
- DBS India Consumer Banking Group including digibank (Retail Banking) and Treasures (Wealth Segment) serves over 2.6 million customers worldwide with a complete range of banking and wealth management services
- It is a business that focuses on quality customer acquisition through multiple acquisition channels, customer-centric value propositions and innovative and efficient distribution channels
- DBS has been at the forefront of adapting and incorporating rapid changes in technology to understand and serve customer needs better. Virtual Relationship Managers are a step in that direction
- Thus Treasures Virtual Relationship Manager is a key role within the Consumer Banking Group Business that is responsible for engaging with clients across the geographies in India and Globally, greatly enhancing the client experience through the effective use of technology
- A high level of customer-centricity, interpersonal relationships complemented by 'multi-channel” approach to relationship management via online and digi app are critical to succeed in this role
Key Accountabilities
Job Duties & Responsibilities
Requirements
servicing high net worth clients at a financial institution / KPO
Education / Preferred Qualifications
Core Competencies
Work Relationship
DBS India - Culture & Behaviours
DBS Is Committed To Building a Culture Where All Employees Are Valued, Respected And Their Opinions Count. We Take Pride In Providing a Workplace That Fosters Continuous Professional Development, Flexible Working And Opportunities To Grow Within An Inclusive And Diverse Environment. Expected Value Driven Behaviours Are
Primary Location
India-Tamil Nadu-Chennai Main
Job
Product Sales
Schedule
Regular
Job Type
Full-time
Job Posting
Sep 8, 2025, 7 : 30 : 00 PM
Skills Required
Insurance, Investment
Create a job alert for this search
Relationship Manager • Chennai, India
Related jobs
- Promoted
Banking Relationship Manager
DBS BankChennai, Tamil Nadu, India Response Informatics is looking for Bank Relationship manager.Responsibilities- Establish, manage and grow the AUM of mapped Client segment by acquiring and nurturing the client having AUM => .Ensur...Show moreLast updated: 25 days ago
- Promoted
Assistant Vice President, Treasures Private Client Relationship Manager, Consumer Banking Group
ConfidentialChennai, India To deliver exceptional volume and revenue performance by acquiring and engaging with DBS Treasures Private HNI clients having a total relationship value of 6cr INR & above.This role requires an exp...Show moreLast updated: 1 day ago
- Promoted
Associate, Treasure Relationship Manager, Consumer Banking Group
ConfidentialChennai, India 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...Show moreLast updated: 8 days ago
- Promoted
Virtual Relationship Manager
upGrad Rekrutchennai, tamil nadu, in Strengthen and grow relationships with existing First Wealth customers.Acquire new Non-Resident (NR) accounts and generate qualified referrals.
Drive remittance business across managed and sourced p...Show moreLast updated: 3 days ago
- Promoted
Relationship Manager
PetpoojaChennai, Tamil Nadu, India Build and maintain strong, long-term relationships with existing and prospective clients.Identify client financial needs and provide tailored solutions, including business loans, current account, s...Show moreLast updated: 14 days ago
- Promoted
Virtual Relationship Manager-Elite
upGrad Rekrutchennai, tamil nadu, in Deepen customer relationships to increase overall relationship value.Acquire new Non-Resident (NR) accounts and generate referrals from existing customers.
Drive remittances across all managed and s...Show moreLast updated: 3 days ago
- Promoted
Relationship Manager - B2C - BFSI
Recruitment ConsultancyChennai, India Key Responsibilities - Engage with qualified HNI & UHNI investor leads from our internal team and convert them into active investors.
Independently source and acquire new in...Show moreLast updated: 30+ days ago
- Promoted
Banking Relationship Manager
ConfidentialChennai, India Response Informatics is looking for Bank Relationship manager.Responsibilities- Establish, manage and grow the AUM of mapped Client segment by acquiring and nurturing the client having AUM => .Ensur...Show moreLast updated: 8 days ago
- Promoted
Virtual Relationship Manager Lead
Anand Rathi Share and Stock Brokers Ltdchennai, tamil nadu, in You will be responsible to manage a team of Virtual Relationship Managers (VRMs).You will play a key role in scaling digital.
Lead, manage, and motivate a team of Virtual Relationship Managers to ac...Show moreLast updated: 4 days ago
- Promoted
Relationship Officer-811-Digital Banking Kotak 811-Sales
ConfidentialChennai, India As a Relationship Officer for Kotak 811 Digital Sales, you will be responsible for acquiring new customers through open market activities and driving sales of financial products.This is a high-ener...Show moreLast updated: 8 days ago
- Promoted
Senior Virtual Relationship Manager.Business Banking-VRM SME (Mashreq Global Network India)
Mashreqchennai, tamil nadu, in Manage a set of existing Platform / Neobiz relationships through outbound calling channels.To achieve assigned financial and non-financial target by calling the customers.
Manage all customers focusin...Show moreLast updated: 4 days ago
- Promoted
Senior Associate, Treasures Relationship Manager, Consumer Banking Group
ConfidentialChennai, India 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...Show moreLast updated: 8 days ago
- Promoted
Assistant Vice President, Relationship Manager - Middle Market, Institutional Banking Group
ConfidentialChennai, India Institutional Banking Group provides corporate customers with a full range of commercial banking products and services, including cash management services, current accounts, time deposits, trade fi...Show moreLast updated: 8 days ago
- Promoted
Premier Relationship Manager-Digital Banking Kotak 811-Sales
ConfidentialChennai, India As a Premier Relationship Manager in the Kotak 811 Digital Banking team, you will be responsible for acquiring and managing High Net Worth Individuals (HNIs) and delivering a superior banking exper...Show moreLast updated: 8 days ago
- Promoted
Elite Relationship Manager-Business Banking-BRANCH BANKING-Relationship Management
ConfidentialChennai, India We are seeking a highly motivated and experienced Elite Relationship Manager to manage and grow relationships with High Net Worth (HNW) clients.
This role involves acquiring new clients, deepening e...Show moreLast updated: 8 days ago
- Promoted
Relationship Manager - Virtual Bancassurance HDFC
ConfidentialChennai, India Join Tata AIA Life Insurance, a leading and fastest-growing life insurance provider in India, established in 2001 as a joint venture between Tata Sons Pvt.
Our company embodies a legacy of trust, in...Show moreLast updated: 30+ days ago
- Promoted
Officer, Branch Relationship Manager, Consumer Banking Group
ConfidentialChennai, India 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 500 branches in the country.As a market leader in the...Show moreLast updated: 8 days ago
- Promoted
Relationship Manager - HNI Br.
ConfidentialChennai, India We are looking for a dedicated and qualified professional to join our organization in the role outlined below.This position offers an opportunity to contribute to our mission while developing your ...Show moreLast updated: 8 days ago