Associate, Treasures Relationship Manager, Consumer Banking Group
Core
Acquire and engage high-net-worth Treasures clients (AUM > INR 10M) to drive volume and revenue through cross-selling and up-selling of banking, investment, and insurance products.
Role type
Associate Relationship Manager (Consumer Banking)
Builds
Retail banking products, wealth management solutions, and digital banking adoption for elite clients.
Domain
Consumer Banking / Wealth Management
Required skills
Financial planning, wealth management product knowledge, relationship management, regulatory compliance (KYC/AML), client acquisition, retention strategies, cross-selling, up-selling, market analysis, product strategy execution.
Preferred skills
AMFI/IRDAI/FEDAI/BCSBI certifications, MBA in relevant field, understanding of HNI sales procedures, knowledge of local market competition.
Technologies
I-Banking, M-Banking, Online MF, Debit Card platforms, DBS internal sales and risk management systems.
Responsibilities
Acquire and upgrade quality Treasures clients; deepen wallet share through retention and growth of AUM; achieve monthly and annual volume and revenue objectives; activate e-Channels and drive savings book growth; implement product strategies; build client trust through lifestyle propositions; ensure regulatory compliance and risk reviews; organize elite engagement events; coordinate with product specialists and branch teams.
Seniority
Individual Contributor, Entry to Mid-level