Associate, Treasures Relationship Manager, Consumer Banking Group
Core
Deliver exceptional volume and revenue performance by acquiring and engaging with DBS Treasures clients (AUM >= INR 20 Million) through a need-based approach, ensuring client coverage and product penetration via cross-sell and up-sell.
Role type
Associate Relationship Manager (Treasures Segment)
Builds
Wealth management solutions, investment portfolios, and banking products for high-net-worth individuals
Domain
Consumer Banking / Private Wealth Management
Required skills
Financial planning, wealth management strategies, portfolio analysis, client acquisition, relationship management, regulatory compliance (KYC/AML), market trend analysis
Preferred skills
AMFI/IRDAI/FEDAI certifications, BCSBI certification, MBA in relevant field
Technologies
I-Banking, M-Banking, Online MF, Debit Card platforms
Responsibilities
Acquire and upgrade quality Treasures clients; Engage with existing customers to deepen wallet share; Achieve monthly and annual volume and revenue objectives; Ensure activation of e-Channels and savings book growth; Coordinate with Wealth/Investment/Insurance specialists for portfolio reviews; Organize elite engagement events for prospect generation and brand reinforcement
Seniority
Associate, individual contributor