Senior Associate, Treasures Relationship Manager, Consumer Banking Group
Acquire and manage DBS Treasures clients in Pune, grow assets under management, deepen wallet share, achieve volume and revenue objectives, provide financial planning and wealth management services, resolve client issues, coordinate with specialists, organize elite client events, and maintain AML, KYC, regulatory, risk, and due diligence compliance.
Responsibilities
- Acquire and upgrade quality Treasures clients in branch location areas
- Manage and grow assets under management for the elite Treasures client segment
- Deepen wallet share through client retention and AUM growth
- Achieve monthly and annual volume and revenue objectives
- Activate e-Channels, online mutual funds, debit cards, and savings book growth
- Implement product strategies through relationship management
- Build client trust and loyalty through lifestyle and beyond-banking propositions
- Deliver customer service and uphold DBS service standards
- Conduct portfolio reviews with wealth, investment, and insurance specialists
- Resolve customer queries and complaints within agreed turnaround times
- Provide market, competition, and product feedback
- Coordinate with relationship managers, service teams, operations teams, and product specialists
- Ensure internal and regulatory compliance, risk reviews, AML, KYC, and onboarding due diligence
- Establish DBS as a primary banker and wealth management provider
- Organize elite lifestyle, sports, music, and other engagement events
Requirements
- Sound understanding of financial planning and wealth management products in India
- In-depth knowledge of the local market and competition
- AMFI, IRDAI, or FEDAI certification; BCSBI certification is an advantage
- Graduate or postgraduate qualification with an MBA in a relevant field
- Effective probing and listening skills
- Strong relationship management and influencing skills
- Good written and verbal communication skills
- Understanding of competitive positioning
- Strong service orientation and customer-centric behavior
- Problem-solving and analytical abilities
- Understanding of HNI sales, wealth management products, platforms, and operational procedures
- Understanding of RBI banking and para-banking guidelines and applicable local laws
- Understanding of KYC requirements and anti-money laundering policies
- Knowledge of financial markets and products