Assistant Vice President, Treasures Relationship Manager, Consumer Banking Group
On-siteNew Delhi, Delhi, India
Job Summary
Establish and grow the AUM of the elite Treasures Client segment by acquiring and nurturing clients with assets exceeding INR 10 million. Engage with existing customers to deepen wallet share through retention, growth, and cross-selling of deposits, investments, insurance, and personal loans. Ensure timely portfolio reviews by jointly engaging with Wealth, Investment, and Insurance specialists while resolving customer queries within agreed turnaround times. Drive activation of e-Channels including I-Banking, M-Banking, and online MF to enhance product penetration and client coverage. Provide feedback on market trends and product innovations to support continuous service improvements. Maintain strict adherence to regulatory compliance, AML/KYC guidelines, and risk reviews during on-boarding and engagement. Organize exclusive lifestyle and elite engagement events to reinforce the DBS brand in the private wealth space.
Required Qualifications
- Experience in HNI Sales / Wealth Management / Private Banking segment
- Sound understanding of financial planning and wealth management products in India
- In-depth knowledge of local market and competition
- AMFI / IRDAI / FEDAI certified candidates with BCSBI certification
- Graduate / Post Graduate with MBA in relevant field
- Effective probing and listening skills
- Strong Relationship Management and influencing skills
- Self-driven and ambitious
- Good written and verbal communication skills
- Results-orientated & the ability to deliver results under pressure
- Understanding of competitive positioning
- Strong service orientation, customer-centric behavior
- Focused on developing image and good will of the brand
- Creative, inquisitive mind with problem solving abilities
- Ability to deliver results within tight timelines
- Attention to details, analyzing abilities
- Understanding of HNI Sales/ wealth management product suite, platforms and operational procedures
- Understanding of banking and para-banking guidelines issued by RBI (local regulations in India) and local laws and regulations that impact businesses in general
- Understanding of KYC requirements & Anti-money Laundering Policies
- Knowledge of financial markets and products to assist in meaningful engagement with clients
- Work Relationship Management of clients and prospects for acquisition and deepening of wallet share
- Close interaction with Treasures Elite Team Leader, City / Cluster Head, Branch Service and Operations team to ensure consistent delivery of volume and revenue targets
- Close and regular interaction with Branch Product specialists for effective skill / knowledge development of self and explore potential in existing book through joint engagement with clients
- Mandatory Training GCAP (Group Customer Acceptance Policy)
- Mandatory Training BCAP (Business Customer Acceptance Policy)
- Mandatory Training AML (Anti Money Laundering) and KYC Guidelines
- Mandatory Training PIP (Personal Investment Policy)
- Mandatory Training ORM (Operational Risk Management)
- Mandatory Training Information Security Policy
- Mandatory Training DBS India - Culture & Behaviors
- Ensure customer focus by delighting customers & reduce complaints
- Build pride and passion to protect, maintain and enhance DBS' image and reputation
- Enhance knowledge base, build skill sets & develop competencies
- Execute at speed while maintaining error free operations
- Maintain the highest standards of honesty and integrity
- Location: New Delhi
- Job: Relationship Management
- Schedule: Regular
- Employee Status: Full time
Desired Qualifications
- AMFI / IRDAI / FEDAI certified candidates with BCSBI certification would be an added advantage
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