Talent.com
Associate, Treasure Relationship Manager, Consumer Banking Group

Associate, Treasure Relationship Manager, Consumer Banking Group

ConfidentialDelhi, India
5 days ago
Job description

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 a total relationship value =>

INR 30 lakhs through 'need-based approach&rdquor and ensure client coverage and product penetration through cross-sell and up-sell of DBS products and services.

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 of Total Relationship Value (TRV)
  • Accountable for achieving annual volume and revenue objective
  • Ensure Savings Book and loan 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
  • 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 processes

Job Duties

  • Establish, manage and grow the TRV of the elite Treasures Client segment by acquiring and nurturing the clients 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
  • Ensure internal and regulatory compliance and address operational risks if any
  • Requirements

  • 8years 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 Qualification

  • Graduate / Postgraduate 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-oriented, analytical and ability to deliver results under pressure
  • Understanding of competitive positioning
  • Strong service orientation, customer-centric behavior
  • DBS India - Culture & Behavior

  • 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
  • en
  • Primary Location

    India-Delhi-New Delhi

    Job

    Relationship Management

    Schedule

    Regular

    Job Type

    Full-time

    Job Posting

    Aug 21, 2025, 10 : 30 : 00 AM

    Skills Required

    Private Banking, Wealth Management, Customer Service, Financial Planning, Hni Sales

    Create a job alert for this search

    Relationship Manager • Delhi, India

    Related jobs
    • Promoted
    360 ONE - Relationship Manager - Treasury Sales

    360 ONE - Relationship Manager - Treasury Sales

    360 ONE AssetDelhi, India
    Title : Treasury Sales Role Overview We are seeking a high-caliber Treasury Service Relationship Manager to ...Show moreLast updated: 21 days ago
    Associate Relationship Manager

    Associate Relationship Manager

    Insurance DekhoGurugram, Delhi NCR, IN
    Associate Relationship Manager.We are seeking a dynamic Associate Relationship Manager to join our team in Gurugram.This role is perfect for someone with 1-3 years of experience in the insurance se...Show moreLast updated: 29 days ago
    • Promoted
    Associate, Channel Relationship Manager, Small Medium Enterprises

    Associate, Channel Relationship Manager, Small Medium Enterprises

    ConfidentialGurgaon / Gurugram, India
    Corporate and Investment Banking provides corporate customers with a full range of Commercial banking products and services including cash management services, current accounts time deposits, trade...Show moreLast updated: 5 days ago
    • Promoted
    Associate Relationship Manager - JLG

    Associate Relationship Manager - JLG

    ConfidentialMeerut, India
    Associate Relationship Manager-JLG.The role entails deepening relationships with Banking accounts and ensuring best in-class service to the customers. The role bearer has a responsibility to support...Show moreLast updated: 5 days ago
    • Promoted
    Associate Director - Relationship Manager - SME ME

    Associate Director - Relationship Manager - SME ME

    Standard Chartered BankDelhi, Delhi, India
    This job is with Standard Chartered Bank, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly....Show moreLast updated: 10 days ago
    • Promoted
    • New!
    Relationship Manager Corporate Banking

    Relationship Manager Corporate Banking

    CareerfitDelhi, IN
    MBA in Finance, Marketing, or equivalent field.Relationship Manager – Corporate Banking.We are seeking a dynamic and client-focused Relationship Manager to drive corporate banking and business deve...Show moreLast updated: 11 hours ago
    • Promoted
    Current Account Relationship Manager_Leading Bank

    Current Account Relationship Manager_Leading Bank

    ConfidentialNoida, Gurgaon / Gurugram
    Responsible for managing and growing CA value across assigned portfolio.Deepen existing CA-led relationships and drive wallet share expansion. Generate revenue through Trade Forex, Retail Banking, a...Show moreLast updated: 30+ days ago
    • Promoted
    Senior Officer, Relationship Manager-Loan Against Property, Consumer Banking Group

    Senior Officer, Relationship Manager-Loan Against Property, Consumer Banking Group

    ConfidentialDelhi, 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. As a market leader in the consumer banking business, DBS has...Show moreLast updated: 5 days ago
    • Promoted
    Associate Relationship Manager

    Associate Relationship Manager

    ConfidentialNoida, India
    We are seeking a dynamic Associate Relationship Manager to join our team in Noida.This role is perfect for someone with 1-3 years of experience in the insurance sector, specializing in sales and bu...Show moreLast updated: 5 days ago
    • Promoted
    • New!
    Associate - OEM Relations

    Associate - OEM Relations

    Pine LabsDelhi, IN
    This is an Individual Contributor role reporting into the Senior Manager / Associate Director.In your role, you'll be instrumental in advancing our mission by. OEM relationships and tailoring soluti...Show moreLast updated: 11 hours ago
    • Promoted
    Associate Relationship Manager

    Associate Relationship Manager

    SmartQDelhi, India
    About SmartQ : We go many miles beyond the F&B industry into capturing hearts and making a real difference by resolving the root cause of the business problem. At the core we strive to understand our...Show moreLast updated: 28 days ago
    • Promoted
    Associate, Relationship Manager, Credit Program Small, Small Medium Enterprises

    Associate, Relationship Manager, Credit Program Small, Small Medium Enterprises

    ConfidentialDelhi, India
    Corporate and Investment Banking provides corporate customers with a full range of Commercial banking products and services including cash management services, current accounts time deposits, trade...Show moreLast updated: 5 days ago
    • Promoted
    Senior Relationship Manager-Business Banking-PRIORITY-Regional sales

    Senior Relationship Manager-Business Banking-PRIORITY-Regional sales

    ConfidentialDelhi, India
    Develops New and Existing High Net worth (HNI) Customer relationships for priority Business in depth profiling of the clients to identify opportunities and match these opportunities to Products / so...Show moreLast updated: 30+ days ago
    • Promoted
    Partner Relationship Manager

    Partner Relationship Manager

    Parrot CTFsDelhi, IN
    Parrot CTFs offers modern cybersecurity training and enterprise-grade consulting through a robust Capture the Flag (CTF) platform. With over 150 real-world challenges and specialized tracks in areas...Show moreLast updated: 1 day ago
    • Promoted
    • New!
    Associate- Private Credit

    Associate- Private Credit

    Acuity Knowledge PartnersDelhi, IN
    As an associate in our private equity / Debt services fund administration team, you will be responsible for administering private equity / Debt funds including preparing and reviewing financial state...Show moreLast updated: 11 hours ago
    • Promoted
    Associate Manager ATR

    Associate Manager ATR

    AB InBev GCC IndiaDelhi, India
    AB InBev GCC was incorporated in 2014 as a strategic partner for Anheuser-Busch InBev.The center leverages the power of data and analytics to drive growth for critical business functions such as op...Show moreLast updated: 22 days ago
    • Promoted
    Senior Officer, Branch Relationship Manager, Consumer Banking Group

    Senior Officer, Branch Relationship Manager, Consumer Banking Group

    ConfidentialDadri, 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: 5 days ago
    • Promoted
    Investor Relations Associate

    Investor Relations Associate

    TalentojDelhi, IN
    Proficient in any South Indian language.The desire to help customers with their problems.You have basic financial knowledge. Timings : 9 AM to 9 PM (9-hour working, Roster basis).Be a part of a growi...Show moreLast updated: 1 day ago