Associate, Treasures Relationship Manager, Consumer Banking Group
Core
Acquire and manage elite 'Treasures' clients (AUM > INR 20M) to drive volume and revenue through cross-selling and up-selling of DBS products.
Role type
Associate Relationship Manager (Consumer Banking)
Builds
Deposit accounts, investment portfolios, insurance policies, mortgages, and credit cards for high-net-worth individuals.
Domain
Consumer Banking / Wealth Management in India
Required skills
Financial planning, wealth management, relationship management, cross-selling, up-selling, regulatory compliance (KYC/AML), client acquisition, retention strategies, product knowledge, market analysis, event management
Preferred skills
AMFI/IRDAI/FEDAI/BCSBI certifications, MBA, HNI sales experience
Technologies
I-Banking, M-Banking, Online MF, Debit Card platforms
Responsibilities
Acquire and upgrade Treasures clients; deepen wallet share through retention and growth; achieve monthly/annual revenue objectives; activate e-Channels; ensure regulatory compliance; organize elite lifestyle events; coordinate with internal teams for portfolio reviews.
Seniority
Associate, individual contributor