Senior Associate, Treasures Relationship Manager, Consumer Banking Group - Surat
1 month ago
- Acquire upgrade quality Treasures clients branch location areas
- Engage existing customers deepen wallet share retention growth AUM
- Accountable monthly annual volume revenue objective agreed ensure activation e-Channels I-Banking M-Banking Online MF Debit Card Savings Book growth proper implementation execution product strategies effective relationship management develop client trust loyalty entrenched relationship DBS lifestyle beyond banking propositions optimum product mix new-to-product clients aimed customer level profitability enhancing client coverage drive deliver exemplary customer service local market uphold DBS service standards internal regulatory compliance strict adherence DBS sales process timely risk reviews exercising due diligence on-boarding ensure exemplary service delivery these clients building appropriate workflows processes doorstep banking etc establish manage grow AUM elite Treasures Client segment acquiring nurturing client having AUM => INR 10 M timely portfolio review jointly engaging Wealth Investment Insurance specialist clients complete knowledge all products services continuous skill knowledge improvement resolve customer queries complaints agreed TAT per DBS customer service policy provide feedback market competition products suggest innovations ideas continuous product service improvements keep attuned current economic financial markets current proficient effective engagement elite segment Treasures customers coordinate work closely CBG Relationship Manager peer groups colleagues Service teams Product specialist branches ensure team objectives met environment nurtures harmony collaboration teamwork work closely Line Manager City Cluster Head common team Branch objectives ensure internal regulatory compliance address operational risks Health Safety standards security premises AML KYC ongoing risk reviews exercise appropriate due diligence on-boarding engaging clients establish primary banker clients prominent wealth management provider India organize exclusive lifestyle sports music elite engagement events activities prospect generation entrench existing relationship reinforce DBS brand Private Wealth management space
Job description
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