This job offer is not available in your country.
Senior Associate, Treasures Relationship Manager, Consumer Banking Group
DBS BankPune, Maharashtra, India29 days ago
Job descriptionTo 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 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. Establish, manage and grow the AUM of the elite Treasures Client segment by acquiring and nurturing the client having AUM => 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 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 Graduate / Post Graduate with MBA in relevant field 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. 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. 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. 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 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
Senior Associate, Treasures Relationship Manager, Consumer Banking Group-(WD74737)
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.
Key Accountabilities
Job Duties & responsibilities
INR 10 M
Requirements
Education / Preferred Qualifications
Core Competencies
Technical Competencies
Work Relationship
Mandatory Training
DBS India - Culture & Behaviors
Primary Location
India-Maharashtra-Pune
Relationship Management
Schedule
Regular
Employee Status
Full-time : Job Posting
Jun 9, 2025, 7 : 30 : 00 PM
Create a job alert for this search
Relationship Manager • Pune, Maharashtra, India
Related jobs
Job Description : Lead Relationship Manager (LRM).About Solar Square Solar Square is among India’s top 10 rooftop solar companies, empowering.
Job Role : Lead Relationship Manager (LRM).Function Custo...Show moreLast updated: 23 days ago
Relationship Manager
Discoveries QuintessentialPune, Maharashtra, India Job Title : Relationship Manager.This role blends field sales, educational outreach, and strong relationship-building to take our learning products to schools, bookstores, and educational distributo...Show moreLast updated: 2 days ago
Prachay Group - Head - Investor Relationship
Prachay GroupPune, India Job Description : - Lead the strategy, execution, and growth of the Investor Relations function.Drive lead generation efforts to bring in new HNI, UHNIs, and institutional inves...Show moreLast updated: 24 days ago
Customer Relationship Officer (Banking Sector)
Recquistar Placement Solutions LLPPune, Maharashtra, IN To source loan clients in line with the business plan and target.Creating and maintaining strict credit discipline and ensuring zero default in recovery.
Monitor the loan portfolio conduct loan util...Show moreLast updated: 8 days ago
- New!
Manager - Client Relationship
ZeepleWorkPune, India Skills Required - Understanding of Mutual Funds : Should have a strong conceptual understanding of mutual fund products and their suitability for different customer ne...Show moreLast updated: 22 hours ago
Relationship Manager
Live ConnectionsPune, Maharashtra, India Hiring for Branch Relationship Manager.We're hiring for Branch Relationship Manager roles in Mumbai, Ahmedabad, Indore, and Pune, with expertise in HNI Sales, CASA Sales, Relationship Management, a...Show moreLast updated: 2 days ago
- Promoted
Relationship Manager
Gera DevelopmentsPune, Maharashtra, India We are Gera Developments Private Limited (GDPL), a brand known by our five-decade history as one of the pioneers in the Real Estate business in Pune.
Innovation, transparency, and enhanced customer ...Show moreLast updated: 2 days ago
Lead relationship manager
preferable.aiPune, MH, inQuick Apply
Senior Group Manager
EMERSONINDIA The Emerson's test and measurement software portfolio is built to improve engineering productivity and help tackle the worlds greatest engineering challenges.
The Hardware Configuration is an applic...Show moreLast updated: 30+ days ago
Relationship Manager
Spacewalk LLPPune, Maharashtra, India Spacewalk LLP is an independent real estate advisor specializing in the Pune real estate market.With extensive experience and knowledge of the region, the company is led by a dynamic and visionary ...Show moreLast updated: 2 days ago
IndusInd Bank - Associate Relationship Manager / Relationship Manager - CCBG / Education / Healthcare Financing Department
IndusInd BankPune, India About : - Well versed with credit for note preparing and proposing & getting the case sanctioned from risk (250 Cr.No Cap) - ...Show moreLast updated: 20 days ago
- Promoted
Relationship Manager Corporate Banking
People Tree ConsultantsPune, IN Opportunity for Corporate Banking professionals with a Bank.Department : Relationship Manager Corporate Banking (Large corporates).
Location : Mumbai, Chennai, Ahmedabad, Delhi.Acquiring New Relations...Show moreLast updated: 30+ days ago
- Promoted
Relationship Manager
Spaceindia Nest Pvt. Ltd.Pune, Maharashtra, India Pune, is a prominent real estate firm specializing in the management of portfolios, buying / selling housing units, and commercial real estate.
With a focus on building trust and providing quality ser...Show moreLast updated: 2 days ago
Banking Operations - Associate / Senior Associate
PaytmINDIA Paytm is India's leading financial services company that offers full-stack payments & financial solutions to consumers, offline merchants, and online platforms.
The company is on a mission to bring ...Show moreLast updated: 30+ days ago
- Promoted
Relationship Manager
Anand Rathi Share and Stock Brokers LtdPune, Maharashtra, India Acquire quality clients through networking, database, market intelligence, and references from existing clients.Generate Cross Sell revenue through Financial Planning.
Promote Focus Product of the m...Show moreLast updated: 2 days ago
Customer Relationship Officer (Banking Sector)
Placement IndiaPune, Maharashtra, IN To source loan clients in line with the business plan and target.Creating and maintaining strict credit discipline and ensuring zero default in recovery.
Monitor the loan portfolio conduct loan util...Show moreLast updated: 7 days ago
Relationship Manager - Corporate Banking
Alpha OrionPune, India Relationship Manager Job Description : We are hiring for reputed Bank &l...Show moreLast updated: 1 day ago
Relationship Manager-Private Client Group
Talent CornerMaharashtra Drive HNI client acquisition by targeting Affluent & Super Affluent segments.Cultivate relationships, grow AUM, advise on investments & enhance portfolios.
Research markets, collaborate with product...Show moreLast updated: 30+ days ago
- Promoted
Client Relationship Associate
Marcus Evans GroupPune, IN Marcus Evans, founded in 1983, is a global business intelligence and event marketing company, with 49 offices in 20+ countries.
Headquartered in the UK, we are rated in the top 20 UK companies for w...Show moreLast updated: 11 days ago