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11 DBS Bank Treasure Relationship Manager Jobs
Associate/Senior Associate, Treasures Relationship Manager
6-12 years
Chennai
1 vacancy
Associate/Senior Associate, Treasures Relationship Manager
DBS Bank
posted 2mon ago
Job Role Insights
Flexible timing
Key skills for the job
Job Description
- To deliver exceptional volume and revenue performance by acquiring and engaging with DBS Treasures clients having a total relationship value => INR 30 lakhs through need-based approach and ensure client coverage and product penetration through cross-sell and up-sell of DBS products and services.
- Acquire and upgrade quality Treasures clients in the branch location areas
- Engage with existing customers to deepen the wallet share through retention and growth of of Total Relationship Value (TRV).
- Accountable for achieving annual volume and revenue objective.
- Ensure Savings Book and loan book growth
- Ensure proper implementation & execution of product strategies through effective relationship management.
- Develop the client trust and loyalty for entrenched relationship with DBS through lifestyle and beyond banking propositions
- Drive and deliver exemplary customer service in the local market and uphold DBS service standards.
- Ensure internal and regulatory compliance through strict adherence to DBS processes.
- Establish, manage and grow the TRV of the elite Treasures Client segment by acquiring and nurturing the clients having AUM => INR 10 M
- Ensure timely portfolio review by jointly engaging with Wealth / Investment / Insurance specialist with clients.
- Ensure complete knowledge of all products & services through continuous skill and knowledge improvement.
- Resolve customer queries and complaints within the agreed TAT as per the DBS customer service policy.
- Provide feedback on market, competition, and products, suggest innovations & ideas for continuous product and service improvements.
- Ensure internal and regulatory compliance and address operational risks if any.
- 6-12 years of experience in HNI Sales / Wealth Management / Private Banking segment.
- Sound understanding of financial planning and wealth management products in India
- In-depth knowledge of local market and competition.
- AMFI / IRDAI / FEDAI certified candidates with BCSBI certification would be an added advantage.
- Graduate / Postgraduate with MBA in relevant field
- Effective probing and listening skills.
- Strong Relationship Management and influencing skills
- Self-driven and ambitious.
- Good written and verbal communication skills
- Results-oriented, analytical and ability to deliver results under pressure
- Understanding of competitive positioning
- Strong service orientation, customer-centric behavior.
- Performance through Value Based Propositions
- Ensure customer focus by delighting customers & reduce complaints.
- Build pride and passion to protect, maintain and enhance DBS image and reputation.
- Enhance knowledge base, build skill sets & develop competencies.
- Execute at speed while maintaining error free operations.
Employment Type: Full Time, Permanent
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What Treasure Relationship Manager at DBS Bank are saying
Rating based on 7 Treasure Relationship Manager
reviews
Anonymous · BFSI, Investments & Trading
in Bangalore / Bengaluru
DBS Bank is the best place to work and provide all the opportunity to Excel and opportunity to do work. With work life balance.
- Salary - Excellent
It's process is for safe banking it takes time to get adjusted
Treasure Relationship Manager salary at DBS Bank
What DBS Bank employees are saying about work life
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