Senior Associate, Treasures Relationship Manager, Consumer Banking Group
DBS Bank IndiaUlsoor, BangalorePosted 4 months ago
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About the role
DBS Bank serves Treasures clients through banking and wealth management products and services. This relationship manager will acquire and grow high-net-worth client portfolios, deepen product engagement, and deliver compliant customer service.
What you'll do
- Acquire and upgrade Treasures clients in branch locations
- Grow client assets under management and deepen wallet share
- Review client portfolios with wealth, investment, and insurance specialists
- Meet monthly and annual volume and revenue targets
- Resolve customer queries and complaints within agreed timelines
- Complete client onboarding, KYC, AML checks, and ongoing risk reviews
Skills
Must have
- Wealth management
- Relationship management
- Financial planning
- Hni sales
- Cross-selling
- Portfolio management
- Kyc
- Anti-money laundering
Nice to have
- Amfi certification
- Irdai certification
- Fedai certification
- Bcsbi certification
Who it's for
- Experience
- 10+ years
- Domain
- wealth management
About DBS Bank India
DBS Bank India has 10 open roles in Bangalore, at DBS Bank India Bengaluru main branch. See every DBS Bank India role.
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