Associate, Treasures Relationship Manager, Consumer Banking Group
Core
Acquire and engage high-net-worth Treasures clients (TRV > INR 30 lakhs) to drive volume and revenue through cross-selling and up-selling DBS products.
Role type
Associate Relationship Manager (Consumer Banking)
Builds
Savings books, loan books, and Total Relationship Value (TRV) for elite client segments.
Domain
Consumer Banking / Wealth Management
Deliverable
product features
Required skills
HNI sales, wealth management, relationship management, financial planning, market analysis, regulatory compliance
Preferred skills
AMFI/IRDAI/FEDAI/BCSBI certifications, MBA
Technologies
N/A
Responsibilities
Acquire and upgrade quality Treasures clients, deepen wallet share via retention and growth, achieve annual volume and revenue objectives, ensure Savings Book and loan book growth, implement product strategies, resolve customer queries and complaints, provide market feedback, ensure internal and regulatory compliance.
Seniority
Mid-Senior, hands-on IC