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

Senior Associate, Treasure Relationship Manager, Consumer Banking Group

ConfidentialBengaluru / Bangalore, 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
  • Primary Location

    India-Karnataka-Bangalore

    Job

    Relationship Management

    Schedule

    Regular

    Job Type

    Full-time

    Job Posting

    Sep 10, 2025, 9 : 30 : 00 PM

    Skills Required

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

    Create a job alert for this search

    Relationship Manager • Bengaluru / Bangalore, India

    Related jobs
    • Promoted
    Senior Associate - Enterprise Sales (Neobank)

    Senior Associate - Enterprise Sales (Neobank)

    RazorpayBengaluru, Karnataka, India
    The Senior Associate – Enterprise Sales.The ideal candidate will possess a.This role focuses on building strong relationships, crafting tailored solutions, and establishing a robust pipeline to acc...Show moreLast updated: 30+ days ago
    • Promoted
    Associate Relationship Manager

    Associate Relationship Manager

    SmartQBengaluru, Karnataka, 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: 30+ days ago
    • Promoted
    Associate / Senior Associate- Investor Relations

    Associate / Senior Associate- Investor Relations

    ConfidentialBengaluru / Bangalore, India
    Stronghold Investment Management ('Stronghold,' 'SIM,' or 'the Firm') is a technology-driven, vertically integrated investment manager focused on real-assets and related private markets.Stronghold ...Show moreLast updated: 5 days ago
    • Promoted
    Investment Banking Associate (Investor Relations)

    Investment Banking Associate (Investor Relations)

    CreddinvBengaluru, Karnataka, India
    Position : Investment Banking Associate (Investor Relations).Experience : 0–1 year in investment banking, corporate advisory, or PE / VC transactions. Qualification : MBA Finance (Mandatory).Creddinv is ...Show moreLast updated: 1 day ago
    • Promoted
    Senior Associate Credit

    Senior Associate Credit

    Castellan Real Estate PartnersBengaluru, IN
    Job Description : Senior Associate Credit.We are seeking a motivated and detail-oriented.The successful candidate will have 7-8 years of relevant credit experience and will work closely with the US ...Show moreLast updated: 30+ days ago
    • Promoted
    Strategic Sourcing- Procurement Services

    Strategic Sourcing- Procurement Services

    WNS ProcurementBangalore Rural, Karnataka, India
    Position : Strategic Sourcing– Procurement Services.Plot 8A, RMZ Centennial, Kundalahalli Main Road, Whitefield, Bangalore, India. The Senior Associate will manage and execute.This role requires stro...Show moreLast updated: 1 day ago
    • Promoted
    Senior Relationship Manager-Business Banking

    Senior Relationship Manager-Business Banking

    ConfidentialBengaluru / Bangalore, India
    Role / Job Title : Senior Relationship Manager-Business Banking.Function / Department : Business Lending.The role entails providing financial solutions to meet the working requirements of the Business ...Show moreLast updated: 30+ days ago
    • Promoted
    Senior Officer, Branch Relationship Manager, Consumer Banking Group

    Senior Officer, Branch Relationship Manager, Consumer Banking Group

    ConfidentialBengaluru / Bangalore, 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
    Talent Acquisition Manager

    Talent Acquisition Manager

    TPBangalore Rural, Karnataka, India
    Develop and execute strategic hiring plans for BPO operations across multiple functions and levels.Lead a team of recruiters, providing guidance, training, and performance management.Collaborate wi...Show moreLast updated: 14 days ago
    • Promoted
    Senior Officer, Relationship Manager-Loan Against Property, Consumer Banking Group

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

    ConfidentialBengaluru / Bangalore, 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
    Investor Relations Associate

    Investor Relations Associate

    Talentojhosur, tamil nadu, 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
    • Promoted
    Associate Manager ATR

    Associate Manager ATR

    AB InBev GCC IndiaBengaluru, Karnataka, 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: 30+ days ago
    • Promoted
    JP Morgan Chase - Associate - Consumer Banking - Real Estate

    JP Morgan Chase - Associate - Consumer Banking - Real Estate

    JP Morgan ChaseBangalore, India
    Consumer Banking Real Estate Occupancy - Associate Description : You are a strategic thinker passionate abo...Show moreLast updated: 15 days ago
    • Promoted
    ZET - Senior Associate - Corporate Alliances

    ZET - Senior Associate - Corporate Alliances

    ZETBangalore, India
    Responsibilities - Identify and approach corporates for strategic tie-ups on ZET's credit card products.Drive B2B sales by pitching partnership opportunities, co...Show moreLast updated: 24 days ago
    • Promoted
    Senior Relationship Manager

    Senior Relationship Manager

    ConfidentialBengaluru / Bangalore, India
    Build and deepen relationships with existing Priority Customers to achieve increase in share of wallet and revenues.Provide professional customer service to achieve a high percentage of customer sa...Show moreLast updated: 30+ days ago
    • Promoted
    Senior Product Associate, Banking Payments, Small and Mid-sized Business (SMB)

    Senior Product Associate, Banking Payments, Small and Mid-sized Business (SMB)

    ConfidentialBengaluru / Bangalore, India
    Join our collaborative environment, where you'll contribute to our strategy and make an impact on product success.Grow your skills, participate in product planning, and define user workflows while ...Show moreLast updated: 5 days ago
    • Promoted
    Associate Manager Atr

    Associate Manager Atr

    AB InBev GCC IndiaBengaluru, Republic Of India, IN
    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: 30+ days ago
    • Promoted
    Associate- Global Banking

    Associate- Global Banking

    ConfidentialBengaluru / Bangalore, India
    Some careers have more impact than others.If you're looking for a career where you can make a real impression, join HSBC and discover how valued you'll be. HSBC is one of the largest banking and fin...Show moreLast updated: 5 days ago