Vice President, Treasures Private Client Relationship Manager, Consumer Banking Group

Business Function

As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realize their dreams and ambitions across 500 branches across the country. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits (incl. structured solutions for NRI), investments, insurance, mortgages, credit cards and personal loans to help our customers realize their dreams and aspirations at every life stage

Job Purpose

To deliver exceptional volume and revenue performance by acquiring and engaging with DBS Treasures Private HNI clients having a total relationship value of 6cr INR & above. This role requires an experienced professional with a strong background in wealth management, exceptional leadership capabilities, and a proven track record in business development

Jo b Duties & Requirements

Establish, manage, and grow the TRV of Treasures Private Client segment by acquiring and nurturing the clients having AUM => INR 6cr

Acquiring new set of promoters in small, mid, and large corporate segments / Family office/HNI to improve the overall AUM

A significant part of the role will be to identify and secure new clients to increase AUM. This can also be achieved by bringing an existing book of clients over to transfer the AUM. All the functions of this role must be carried out in such a way that adheres to all compliance and regulatory requirements

Ensure complete knowledge of all products & services through continuous skill and knowledge improvement

Provide feedback on market, competition, and products, suggest innovations & ideas for continuous product and service improvements

Use financial acumen and investment expertise to review a client's information, work closely with the Research and Advisory team to provide superior investment solutions thereby helping the client reach short-term and long-term investment goals, and seamlessly align service delivery for an enhanced customer experience

Required Experience

Minimum 10 years of experience in HNI Sales / Wealth Management / Private Banking segment and handling an investment book of min 200cr INR

The ideal candidate will have previous Private Banking experience, should have existing relationship with key corporates, family offices, and distributors and bring along with a transferable book of discretionary managed investments

MBA / CA or equivalent from a premium institute

Sound understanding of financial planning and wealth management products in India

In-depth knowledge of local market and competition

Core Competencies

Effective probing and listening skills

Strong Relationship Management and influencing skills

Self-driven and ambitious

Good written and verbal communication skills

Results-oriented, analytical and ability to deliver results under pressure

Understanding of competitive positioning

Strong service orientation, customer-centric behavior

DBS India - Culture & Behavior

Performance through Value Based Propositions

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

Location:

New Delhi

Job:

Relationship Management

Schedule:

Regular

Employee Status:

Full time