Senior Associate, Treasures Relationship Manager, Consumer Banking Group
Core
Manage relationships with High Net Worth Individuals (HNIs) to drive wealth management sales and establish DBS as a primary banker in India.
Role type
Senior Individual Contributor Relationship Manager (Private Banking)
Builds
Wealth management products and services for HNI clients
Domain
Consumer Banking / Private Wealth Management in India
Deliverable
product features
Required skills
HNI sales, wealth management product knowledge, relationship management, regulatory compliance (AML/KYC), market analysis
Preferred skills
AMFI/IRDAI/FEDAI/BCSBI certifications, MBA
Technologies
Banking and para-banking guidelines, financial markets platforms
Responsibilities
Exercise due diligence during client onboarding, organize elite lifestyle and engagement events for prospect generation, ensure internal and regulatory compliance including AML/KYC, manage client acquisition and wallet share growth, collaborate with branch teams to meet revenue targets
Seniority
Senior, hands-on IC