Uttar Pradesh Wealth manager Jobs – 84 Open Jobs Today

Analyst, Branch Relationship Manager, Consumer Banking Group
DBS Bank —Noida, Uttar Pradesh
- Full-time
- Master's degree
- 12th Pass
- Bachelor's degree
8d
Senior Relationship Manager
Yubi —Kanpur, Uttar Pradesh
- Full-time
- Finance
- Master's degree
- Bachelor's degree
Relationship Manager
jobmatchmaker consultancy —Noida, Uttar Pradesh
- ₹30,000 - ₹40,000 a month
- Full-time
- Sales
- Finance
- Master's degree
Quick apply
Relationship Manager
SBM Management ConsultinG —Noida Sector 16, Noida, Uttar Pradesh
- ₹25,000 - ₹40,000 a month
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
14d
Senior Lead Performance & Analytics
Ameriprise India —Noida, Uttar Pradesh
- Full-time
- Management
- Master's degree
- Financial services
- Work from home
Senior Associate, Treasures Bancassurance Specialist, Consumer Banking Group
DBS Bank —Noida, Uttar Pradesh
- Full-time
- Master's degree
- Bachelor's degree
- MBA
Manager - TA
Alight —Noida, Uttar Pradesh
- English
- Master's degree
- Analysis skills
- Health insurance
- Paid sick time
Lead Performance & Analytics
Ameriprise India —Noida, Uttar Pradesh
- Full-time
- Management
- Master's degree
- Financial services
- Work from home
Practice Manager
Alight —Noida, Uttar Pradesh
- Management
- Analysis skills
- Bachelor's degree
- Paid sick time
Branch In charge
Wealth Clinic Pvt Ltd-Sector-132 Noida —Lucknow, Uttar Pradesh
- ₹50,000 - ₹80,000 a month
- Full-time
- Master's degree
- Bachelor's degree
- Business Administration
- Health insurance
Quick apply
Relationship Manager
Yubi —Kanpur, Uttar Pradesh
- Full-time
- Finance
- Master's degree
- Bachelor's degree
Senior Officer, Specialist Business Development Treasures, Consumer Banking Group
DBS Bank —Noida, Uttar Pradesh
- Full-time
- Sales
- Master's degree
- Bachelor's degree
13d
Assistant Sales & Marketing Manager
Wealth Clinic Pvt Ltd-Sector-132 Noida —Noida, Uttar Pradesh
- ₹30,000 - ₹75,000 a month
- Full-time
- Sales
- Customer service
- Bachelor's degree
- Health insurance
- Paid sick time
Quick apply
Lead Programmer Analyst (Health & Benefit domain)
Alight —Noida, Uttar Pradesh
- Management
- Master's degree
- Project management
- Health insurance
- Paid sick time
Relationship Manager
Prime Trade —Lucknow, Uttar Pradesh
- ₹12,000 - ₹50,000 a month
- Full-time
- Business development
- In-person
- Communication skills
Quick apply
8d
Senior Associate - TA
Alight —Noida, Uttar Pradesh
- English
- Master's degree
- Analysis skills
- Health insurance
- Paid sick time
Manager Operations
MAC WEALTH MANAGEMENT —Ghaziabad, Uttar Pradesh
- ₹15,000 - ₹25,000 a month
- Full-time
- Microsoft Office
- Accounting
- In-person
- Health insurance
- Cell phone reimbursement
Quick apply
10d
Treasury Analyst
Coperion —Noida, Uttar Pradesh
- Email
- Microsoft Excel
- Finance
- Analysis skills
Senior Software Engineer ( Manual QA with financial background)
SimCorp A/S —Noida, Uttar Pradesh
- Full-time
- Computer Science
- English
- Master's degree
- Flexible schedule
Sales Manager
CITIBRICKS —Noida, Uttar Pradesh
- ₹40,000 - ₹80,000 a month
- Full-time
- Sales
- Salesforce
- Business development
Quick apply

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Analyst, Branch Relationship Manager, Consumer Banking Group

DBS Bank -
Noida, Uttar Pradesh

Apply Now

Job details

Full-time
8 days ago

Qualifications

Master's degree
12th Pass
Bachelor's degree
MBA
Communication skills
Banking

Full job description

DBS Bank has been present in India for 30 years, opening its first office in Mumbai in 1994. DBS Bank India Limited is the first among the large foreign banks in India to start operating as a wholly owned, locally incorporated subsidiary of a leading global bank. As a trusted partner, DBS provides a range of banking services for large, medium, and small enterprises and individual consumers in India, focusing on a seamless customer experience that helps them ‘Live more, Bank less’. In November 2020, Lakshmi Vilas Bank was merged with DBS Bank India Limited. DBS Bank India is now present in ~350 locations in 19 Indian states.

Position Title

Branch Relationship Manager

Department

CBG - NDS

Rank

Officer/Senior Officer/Analyst

Reports To

Branch Manager

Job Purpose

To deliver exceptional volume and revenue performance by acquiring and engaging with DBS clients having an AUM => INR 1 million through “need-based approach” and ensure client coverage and product penetration through cross-sell and up-sell of DBS products and services.
To manage & maintain the highest customer satisfaction and service levels through pro-active client engagement & relationship management, coordinating internally with DBS Service and Distribution and Product team

Key Accountabilities

Acquire and upgrade quality clients in the branch location areas to Treasures segment.

Engage with existing customers to deepen the wallet share through retention and growth of AUM.
Accountable for achieving monthly & annual volume and revenue objective, as agreed.
Ensure activation of e-Channels (I-Banking / M-Banking/ Online MF/Debit Card) and Savings Book growth
Ensure proper implementation & execution of product strategies through effective relationship management.
Develop the client trust and loyalty for entrenched relationship with DBS through lifestyle and beyond banking propositions
Ensure optimum product mix and new- to- product clients aimed at customer level profitability and enhancing client coverage.
Drive and deliver exemplary customer service in the local market and uphold DBS service standards.
Ensure internal and regulatory compliance through strict adherence to DBS sales process, timely risk reviews and exercising due diligence while on-boarding.
Ensure exemplary service delivery of these clients by building appropriate workflows and processes incl. doorstep banking etc.

Job Duties & responsibilities

Establish, manage and grow the AUM of mapped Client segment by acquiring and nurturing the client having AUM => INR 1 M

Ensure complete knowledge of all products & services through continuous skill and knowledge improvement.
Resolve customer queries and complaints within the agreed TAT as per the DBS customer service policy.
Coordinate and work closely with CBG colleagues, Service teams, Product specialist to ensure 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 banking provider in India.

Required Experience

Minimum 2 years of experience in a reputed bank and proficient in banking products.

Education / Preferred Qualifications

Preferably MBA (not mandatory)
Mandatory - Graduate (10+2+3 years of education)
AMFI / IRDAI / FEDAI certified candidates with BCSBI certification would be an added advantage

Core Competencies

Strong Relationship Management and influencing skills
Strong service orientation, customer-centric behavior
Effective probing and listening skills.
Self-driven and ambitious.
Good written and verbal communication skills
Results-orientated & the ability to deliver results under pressure
In-depth knowledge of local market and competition.
Understanding of competitive positioning
Focused on developing image and goodwill 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 client

Work Relationship

Management of clients and prospects for acquisition and deepening of wallet share

Close interaction with Branch Manager, BOSH, CSO, CH, RH, Treasures RM’s and Treasures Elite Team Leader
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 books through joint engagement with clients

DBS India - Culture & Behaviors

Performance through Value Based Propositions
Ensure customer focus by delighting customers & reducing 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:

Noida

Job:

Relationship Management

Schedule:

Regular

Employee Status:

Full time

Apply Now

Refine Your Search

wealth manager jobs in uttar pradesh

Analyst, Branch Relationship Manager, Consumer Banking Group

Senior Relationship Manager

Relationship Manager

Relationship Manager

Senior Lead Performance & Analytics

Senior Associate, Treasures Bancassurance Specialist, Consumer Banking Group

Manager - TA

Lead Performance & Analytics

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Senior Officer, Specialist Business Development Treasures, Consumer Banking Group

Assistant Sales & Marketing Manager

Lead Programmer Analyst (Health & Benefit domain)

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Senior Associate - TA

Manager Operations

Treasury Analyst

Senior Software Engineer ( Manual QA with financial background)

Sales Manager

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