Senior Associate, Treasures Relationship Manager, Consumer Banking Group

- that team objectives are met through an environment that nurtures harmony and collaboration through teamwork
- Work closely with the Line Manager and City / Cluster Head to ensure achievement of common team and Branch objectives.
- Ensure internal and regulatory compliance and address operational risks if any, e.g. Health & Safety standards, security of premises, AML / KYC and ongoing risk reviews.
- To exercise appropriate due diligence while on-boarding and engaging with clients.
- Establish DBS as a primary banker for clients and as a prominent wealth management provider in India.
- Organize exclusive lifestyle, sports , music and such other elite engagement events and activities for prospect generation , entrench existing relationship and reinforce the DBS brand in the Private Wealth management space

Requirements

- Minimum 10 years of 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 would be an added advantage

Education / Preferred Qualifications

- Graduate / Postgraduate with MBA in relevant field

Core Competencies

- 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.

Technical Competencies

- 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)
- BCAP (Business Customer Acceptance Policy)
- AML (Anti Money Laundering) and KYC Guidelines
- PIP (Personal Investment Policy)
- ORM (Operational Risk Management)
- Information Security Policy

DBS India - Culture & Behaviours

- 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
- Maintain the highest standards of honesty and integrity

Location:
MG Road, Gurugram

Job:
Relationship Management

Schedule:
Regular

Employee Status:
Full time