Senior Associate Treasures Relationship Manager Consumer Banking Group
DBS Bank is a Singapore-headquartered bank serving personal, SME, corporate, wealth management, and institutional customers across 19 markets. It provides digital banking, financial markets, investment, lending, and other banking services.
About DBS Bank Ltd
DBS Bank is an Asia-focused banking group headquartered in Singapore. The bank offers personal and SME banking, corporate banking, private banking, global wealth management, financial markets, investment services, and digital banking products including digibank, IDEAL, and DBS Vickers Online. DBS also serves institutional and corporate clients and provides tokenised physical gold offerings for customers.
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, deepen relationships by growing assets under management, achieve volume and revenue objectives, activate digital channels, cross-sell and up-sell products, deliver customer service, conduct portfolio reviews, resolve queries, monitor markets, organize client engagement events, and complete onboarding with due diligence and regulatory compliance.
Requirements
- Understanding of financial planning and wealth management products in India
- In-depth knowledge of the local market and competition
- AMFI certification is an advantage
- IRDAI certification is an advantage
- FEDAI certification is an advantage
- BCSBI certification is an advantage
- Graduate or postgraduate qualification
- MBA in a relevant field
- Effective probing and listening skills
- Relationship management and influencing skills
- Written and verbal communication skills
- Results delivery under pressure
- Understanding of competitive positioning
- Customer service orientation
- Problem-solving abilities
- Knowledge of HNI sales and wealth management products
- Knowledge of banking and para-banking guidelines issued by RBI
- Knowledge of KYC requirements and anti-money laundering policies
- Knowledge of financial markets and products
Responsibilities
- Acquire and upgrade Treasures clients in branch locations
- Engage existing customers to deepen wallet share and grow AUM
- Achieve monthly and annual volume and revenue objectives
- Activate e-channels and grow savings books
- Execute product strategies through relationship management
- Build client trust and loyalty
- Increase product mix and customer coverage
- Deliver customer service in the local market
- Follow sales processes and conduct risk reviews during onboarding
- Build workflows for client service delivery
- Grow AUM for the Treasures client segment
- Conduct timely portfolio reviews with wealth investment and insurance specialists
- Resolve customer queries and complaints within agreed timelines
- Provide feedback on markets competition and products
- Monitor economic and financial market developments
- Coordinate with relationship managers service teams and product specialists
- Organize exclusive client engagement events
- Maintain AML KYC and operational risk controls