Analyst, Treasures Relationship Manager, Consumer Banking Group
Core
Deliver exceptional volume and revenue performance by acquiring and engaging with DBS Treasures clients (AUM >= INR 20 Million) through a need-based approach, ensuring client coverage and product penetration via cross-sell and up-sell of DBS products and services.
Role type
Senior Relationship Manager (Treasures/High-Net-Worth)
Builds
Wealth management solutions, investment portfolios, and banking products for elite clients
Domain
Consumer Banking / Private Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Financial planning, wealth management strategies, portfolio analysis, relationship management, regulatory compliance (AML/KYC), sales target achievement
Preferred skills
AMFI/IRDAI/FEDAI/BCSBI certifications, MBA, knowledge of Indian financial markets
Technologies
I-Banking, M-Banking, Online MF, Debit Card platforms
Responsibilities
Acquire and upgrade quality Treasures clients in branch areas; Engage with existing customers to deepen wallet share and grow AUM; Achieve monthly and annual volume and revenue objectives; Ensure activation of e-Channels and savings book growth; Coordinate with Wealth/Investment/Insurance specialists for portfolio reviews; Organize exclusive lifestyle and engagement events for prospect generation and brand reinforcement.
Seniority
Senior, hands-on IC