Treasures Relationship Manager
4 months ago
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” 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.
Required Experience
• 6-12 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 Qualification
• 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-oriented, analytical and ability to deliver results under pressure
• Understanding of competitive positioning
• Strong service orientation, customer-centric behaviour.
-
Treasures Relationship Manager
2 weeks ago
Singapur, Singapore DBS Bank Full timeAbout the RoleDBS Treasures is a leading wealth management platform in Singapore, offering a comprehensive range of wealth management solutions to affluent clients. As a Treasures Relationship Manager, you will be responsible for building and maintaining strong relationships with clients, providing personalized advice and support to help them achieve their...
-
Treasures Relationship Manager
1 week ago
Singapur, Singapore DBS Bank Full timeAbout the RoleDBS Treasures is a leading wealth management platform in Singapore, offering a comprehensive range of wealth management solutions to affluent clients. As a Treasures Relationship Manager, you will be responsible for building and deepening relationships with high net worth individuals and their families, providing personalized advice and support...
-
Singapur, Singapore DBS Bank Full timeBusiness 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...
-
Singapur, Singapore DBS Bank Full timeAbout DBS BankDBS Bank is a leading financial institution in Asia, dedicated to helping our customers achieve their financial goals and aspirations. As a market leader in consumer banking, we offer a wide range of financial solutions, including deposits, investments, insurance, mortgages, credit cards, and personal loans.Job SummaryWe are seeking a highly...
-
Treasures Investment Counsellor
2 weeks ago
Singapur, Singapore DBS Bank Full timeBusiness FunctionAs a leading bank in Asia, DBS Consumer Banking Group is uniquely positioned to help customers achieve their goals and aspirations. With a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards, and personal loans, we provide tailored financial solutions to meet the needs of our customers...
-
Treasures Wealth Manager
1 day ago
Singapur, Singapore DBS Bank Full timeAbout DBS TreasuresDBS Treasures is a leading wealth management platform in Singapore, uniquely positioned to cater to the diverse requirements of both Onshore and Offshore affluent clientele. Our comprehensive offerings provide clients with a seamless and all-encompassing banking experience, complemented by an extensive array of wealth management solutions,...
-
Singapur, Singapore DBS Bank Full timeAbout the RoleAs a key member of our Consumer Banking Group, you will play a vital role in delivering exceptional customer service and building strong relationships with our clients. Your primary responsibility will be to provide timely and consistent support to our customers, ensuring that their needs are met and exceeded.Key ResponsibilitiesDevelop and...
-
Treasures Relationship Manager
4 months ago
Singapur, Singapore DBS Bank Full timeBusiness Function DBS Treasures is a leading wealth management platform in Singapore, uniquely positioned to cater to the diverse requirements of both Onshore and Offshore affluent clientele. Our comprehensive offerings provide clients with a seamless and all-encompassing banking experience, complemented by an extensive array of wealth management...
-
Treasures Wealth Manager
2 weeks ago
Singapur, Singapore DBS Bank Full timeAbout DBS TreasuresDBS Treasures is a leading wealth management platform in Singapore, offering a comprehensive range of wealth management solutions to affluent clients. Our platform provides clients with a seamless and all-encompassing banking experience, complemented by expert advice and support from our team of professionals.Your RoleAs a Treasures Wealth...
-
Treasures Bancassurance Specialist
2 weeks ago
Singapur, Singapore DBS Bank Full timeAbout DBS TreasuresDBS Treasures is a leading wealth management platform in Singapore, offering a comprehensive range of wealth management solutions to affluent clients. Our platform provides clients with a seamless and all-encompassing banking experience, complemented by expert advice and support from our team of professionals.Key ResponsibilitiesDevelop...
-
Treasures Wealth Manager
4 months ago
Singapur, Singapore DBS Bank Full timeBusiness Function DBS Treasures is a leading wealth management platform in Singapore, uniquely positioned to cater to the diverse requirements of both Onshore and Offshore affluent clientele. Our comprehensive offerings provide clients with a seamless and all-encompassing banking experience, complemented by an extensive array of wealth management...
-
Treasures Bancassurance Specialist
4 months ago
Singapur, Singapore DBS Bank Full timeBusiness Function DBS Treasures is a leading wealth management platform in Singapore, uniquely positioned to cater to the diverse requirements of both Onshore and Offshore affluent clientele. Our comprehensive offerings provide clients with a seamless and all-encompassing banking experience, complemented by an extensive array of wealth management...
-
AVP, Treasures Investment Counsellor
4 months ago
Singapur, Singapore DBS Bank Full timeBusiness 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...
-
Treasures Wealth Manager
2 weeks ago
Singapur, Singapore DBS Bank Full timeAbout the RoleAs a Treasures Wealth Manager at DBS Bank, you will play a critical role in helping high net worth clients achieve their financial goals. Your expertise in financial analysis and advice will be essential in uncovering the investment needs and objectives of our sophisticated clients at different life stages.Your Key ResponsibilitiesProvide a...
-
Singapur, Singapore DBS Bank Full timeBusiness 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...
-
Treasures Wealth Manager
3 weeks ago
Singapur, Singapore DBS Bank Full timeAbout the RoleAs a Treasures Wealth Manager at DBS Bank, you will play a critical role in helping high net worth clients achieve their financial goals and aspirations. Your primary responsibility will be to provide personalized advice and support to clients, helping them navigate the complex world of wealth management.Key ResponsibilitiesConduct thorough...
-
AVP, Investment Counsellor
1 week ago
Singapur, Singapore DBS Bank Full timeBusiness FunctionAs a leading bank in Asia, DBS Consumer Banking Group is uniquely positioned to help customers achieve their goals and aspirations. With a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards, and personal loans, we provide tailored financial solutions to meet the needs of our customers...
-
SVP/VP, Market Head
4 months ago
Singapur, Singapore DBS Bank Full timeBusiness 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...
-
Treasures Wealth Manager
4 months ago
Singapur, Singapore DBS Bank Full timeBusiness 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...
-
Senior Treasurer
4 days ago
Singapur, Singapore Partners Group Full timeAbout the RoleWe are seeking a highly skilled Treasury Management Specialist to join our team in Singapore. As a key member of the Treasury Management team, you will be responsible for performing the full spectrum of directs and debt administration for Partners Group.Key ResponsibilitiesDevelop and implement strategic plans that align with the organization's...
