- To achieve exceptional volume and revenue performance by acquiring and engaging with high net worth Treasures clients, ensuring client satisfaction, and promoting DBS products and services.
- Acquire and upgrade quality Treasures clients
- Deepen customer relationships for increased wallet share
- Achieve monthly and annual revenue objectives
- Drive customer service excellence
- Ensure regulatory compliance
- Acquire and manage elite Treasures Client segment
- Conduct timely portfolio reviews
- Resolve customer queries efficiently
- Provide market feedback and suggest improvements
- Collaborate with peers and colleagues for team success
- Minimum 10 years in HNI Sales/Wealth Management/Private Banking
- Strong knowledge of financial planning and local market
- Certifications in relevant fields are a plus
- Graduate/Post Graduate with MBA
- Effective listening and probing skills
- Strong relationship management abilities
- Results-oriented with good communication skills
- Customer-centric with problem-solving abilities
- Understanding of wealth management products
- Knowledge of banking regulations and KYC requirements
- Familiarity with financial markets
- Manage client relationships
- Collaborate with internal teams for target achievement
- Engage with Product specialists for continuous development
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Treasures Relationship Manager - Gurugram, India - Response Informatics
Description
Department: CBG
Rank: Associate/Sr Associate
Reports To: Vice President
Job Purpose:
Key Accountabilities:
Job Duties & Responsibilities:
Required Experience:
Education/Preferred Qualifications:
Core Competencies:
Technical Competencies:
Work Relationship:
Gurgaon, Bangalore
