Associate 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 upgrade Treasures clients, grow assets under management, and deepen client relationships through suitable banking and wealth-management products. You will review portfolios with specialists, resolve client queries, maintain compliance and due diligence, and organize client-engagement activities.
Requirements
- Understand financial planning and wealth management products in India
- Know the local market and competition
- Hold AMFI, IRDAI, or FEDAI certification as an advantage
- Hold a graduate or postgraduate qualification with an MBA in a relevant field
- Understand HNI sales, wealth management products, platforms, and operational procedures
- Understand RBI banking guidelines, KYC requirements, and anti-money-laundering policies
- Know financial markets and products
Responsibilities
- Acquire and upgrade Treasures clients
- Grow assets under management and wallet share
- Achieve volume and revenue objectives
- Activate digital banking channels and grow savings books
- Implement product strategies through relationship management
- Build client trust and loyalty
- Deliver customer service in the local market
- Maintain internal and regulatory compliance
- Conduct due diligence during client onboarding
- Review portfolios with wealth, investment, and insurance specialists
- Resolve customer queries and complaints
- Provide market and product feedback
- Organize client-engagement events