Analyst, Treasures Relationship Manager, Consumer Banking Group
DBS Bank Ltd is a Singapore-based bank providing personal, SME, corporate, institutional, wealth management, financial markets, and digital banking services. Its clients include consumers, small and medium-sized businesses, corporations, and institutional customers.
About DBS Bank Ltd
DBS Bank Ltd provides banking products and services including accounts, cards, insurance, loans, investments, digital banking, payments, trade finance, foreign exchange, commodities, investment solutions, and derivatives clearing. Through its SME business, it supports businesses with financing, cash-flow management, online banking through DBS IDEAL, sustainability programmes, and business-growth initiatives. The bank serves personal customers, SMEs, corporate and institutional clients, and wealth-management customers across its regional markets.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will acquire and grow Treasures client relationships, build assets under management, and deepen wallet share through needs-based banking solutions. You will coordinate with specialists, resolve client issues, meet revenue targets, organise client engagement activities, and maintain regulatory compliance.
Requirements
- Understanding of financial planning and wealth management products in India
- Knowledge of the local market and competition
- AMFI, IRDAI, or FEDAI certification is an advantage
- BCSBI certification is an advantage
- Understanding of HNI sales and wealth-management products
- Understanding of RBI banking and para-banking guidelines
- Understanding of KYC requirements and anti-money laundering policies
- Knowledge of financial markets and products
Responsibilities
- Acquire and upgrade quality Treasures clients
- Grow assets under management and deepen customer wallet share
- Achieve monthly and annual volume and revenue objectives
- Activate digital banking channels and grow savings books
- Implement product strategies through relationship management
- Develop client trust and loyalty through lifestyle and banking propositions
- Deliver customer service and uphold service standards
- Ensure sales-process, onboarding, risk-review, and regulatory compliance
- Conduct portfolio reviews with wealth, investment, and insurance specialists
- Resolve customer queries and complaints within agreed turnaround times
- Provide feedback on markets, competition, products, and service improvements
- Organize client engagement events for prospect generation and relationship development