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- 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
- 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.
- 8+ 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 advantageEducation / Preferred Qualification
- Graduate / Post Graduate with MBA in relevant fieldCore 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 - Bengaluru, India - DBS Bank
Description
Treasures Relationship Manager – Consumer Banking Group
Business FunctionAs 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.
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 AccountabilitiesJob Duties: