Associate, Treasures Relationship Manager, Consumer Banking Group
Core
Deliver exceptional volume and revenue performance by acquiring and engaging with DBS Treasures clients having an AUM >= INR 20 Million through a need-based approach.
Role type
Associate Relationship Manager (Treasures)
Builds
DBS products and services including deposits, investments, insurance, mortgages, credit cards, and personal loans
Domain
Consumer Banking / Wealth Management
Required skills
Financial advisory, investment planning, wealth management, estate planning, portfolio analysis, market trend analysis, regulatory compliance, client relationship management, sales target achievement
Preferred skills
AMFI / IRDAI / FEDAI certification, BCSBI certification, MBA in relevant field
Technologies
I-Banking, M-Banking, Online MF, Debit Card platforms
Responsibilities
Acquire and upgrade quality Treasures clients in branch locations, engage with existing customers to deepen wallet share, achieve monthly and annual volume and revenue objectives, ensure activation of e-Channels, implement product strategies, organize elite engagement events, ensure internal and regulatory compliance including AML/KYC, coordinate with cross-functional teams
Seniority
Associate, individual contributor