Uttar Pradesh Wealth manager Jobs – 110 Open Jobs Today

Senior Officer, Specialist Business Development Treasures, Consumer Banking Group
DBS Bank —Noida, Uttar Pradesh
- Full-time
- Sales
- Master's degree
- Bachelor's degree
6d
Senior Associate - TA
Alight —Noida, Uttar Pradesh
- English
- Master's degree
- Analysis skills
- Health insurance
- Paid sick time
Relationship Manager & Branch sales manager
gHRig People Solutions —Lucknow, Uttar Pradesh
- ₹4,00,000 a year
- Full-time
- Sales
- Communication skills
Quick apply
ABCL - BM - GL - Lucknow
Aditya Birla Group —Uttar Pradesh
- Customer service
Senior Officer, Business Branch Relationship Manager, Consumer Banking Group
DBS Bank —Noida, Uttar Pradesh
- Full-time
- Sales
- Communication skills
- Banking
6d
Growth Management - Senior Manager- User Growth
Paytm —Noida, Uttar Pradesh
Investment Manager - Real Estate
Elite Wealth Advisors —Noida, Uttar Pradesh
- Communication skills
- Negotiation
SSE - Python
Paytm —Noida, Uttar Pradesh
- Master's degree
- Databases
- Python
Private Banking Senior Advisor, AVP
Deutsche Bank —Noida, Uttar Pradesh
- Full-time
- English
- Communication skills
- Banking
- Health insurance
Trainee - Logistics
Coperion —Noida, Uttar Pradesh
- Email
- Microsoft Excel
- Bachelor's degree
- Organisational skills
Branch sales manager
gHRig People Solutions —Ghaziabad, Uttar Pradesh
- ₹3,50,000 a year
- Full-time
- Communication skills
Quick apply
Sales Associate
Wealth clinic private limited —Noida, Uttar Pradesh
- ₹22,000 - ₹30,000 a month
- Full-time
- Microsoft Excel
- Customer service
- Microsoft Office
Quick apply
Sales Executive
Moneytree Realty Services —Noida, Uttar Pradesh
- ₹2,50,000 - ₹5,00,000 a year
- Presentation skills
- Communication skills
Production Officer
1970shop —Industrial Area , Lucknow, Uttar Pradesh
- Full-time
Quick apply
HR Generalist
The 1970 Shop —Industrial Area , Lucknow, Uttar Pradesh
- Full-time
- Human resources
- Recruiting
- Communication skills
Quick apply
Relationship Manager
Prime Trade —Lucknow, Uttar Pradesh
- ₹12,000 - ₹50,000 a month
- Full-time
- Business development
- In-person
- Communication skills
Quick apply
1d
Software Engineer – Python
Paytm —Noida, Uttar Pradesh
- Master's degree
- Databases
- Python
Industry Consultant - Capital Markets
Lumiq —Noida, Uttar Pradesh
- Full-time
- Microsoft Office
- Master's degree
- Communication skills
Product Design
Paytm —Noida, Uttar Pradesh
- Mentoring
Analyst, Branch Relationship Manager, Consumer Banking Group
DBS Bank —Noida, Uttar Pradesh
- Full-time
- Master's degree
- 12th Pass
- Bachelor's degree
1d

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Senior Officer, Specialist Business Development Treasures, Consumer Banking Group

DBS Bank -
Noida, Uttar Pradesh

Apply Now

Job details

Full-time
6 days ago

Qualifications

Financial planning
Wealth management
Sales
Master's degree
Bachelor's degree
Customer relationship management
MBA
Communication skills
Banking

Full job description

Business Function

As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS offers a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to support customers at every life stage. Our financial solutions are tailored to meet customer needs and deliver long-term value.

Job Purpose

The Treasures Acquisition Manager will be responsible for acquiring “qualified&rdquor; New-to-Bank (NTB) DBS Treasures clients through a needs-based approach. The role involves working closely with the Treasures Team Lead and Relationship Managers to drive client acquisition, enhance portfolio growth, and maximize revenue through cross-selling and activation of DBS products and services.

Key Accountabilities

Acquire New-to-Bank (NTB) Treasures clients through structured and need-based engagement strategies
Conduct events and activities to generate leads and support NTB acquisition
Leverage internal customer bases across other business units for acquisition opportunities
Drive incremental Net New Money (NNM) in collaboration with Relationship Managers through CASA/TD growth and cross-selling of Insurance, FX, and Investment products
Ensure activation of e-Channels (I-Banking / M-Banking / Online MF / Debit Cards) and savings book growth
Drive cross-sell initiatives and enhance product penetration
Implement strategies to attract and engage high-potential clients within assigned geographies
Ensure strict adherence to DBS sales processes, compliance requirements, and regulatory guidelines

Job Duties & Responsibilities

Manage NTB acquisition of Treasures accounts with funded balances
Collaborate with Relationship Managers to grow NNM and revenue through product cross-selling
Generate referrals for strategic products such as Mortgages, Credit Cards, and other liability/asset products
Engage clients proactively to identify new business opportunities and deepen relationships
Ensure adherence to internal policies, regulatory requirements, and operational risk controls
Conduct client onboarding with appropriate due diligence and compliance checks
Monitor market trends and competitor activities to identify growth opportunities

Requirements

2–4 years of experience in NTB acquisition, client acquisition, or banking sales
Experience in Premium Banking / Wealth / Liability acquisition will be an added advantage
Strong understanding of financial planning and wealth management products in India
In-depth knowledge of local market and competitive landscape

Education / Preferred Qualifications

Graduate / Postgraduate with MBA in a relevant field

Core Competencies

Strong relationship management and influencing skills
Self-driven, ambitious, and result-oriented mindset
Excellent verbal and written communication skills
Customer-centric approach with strong service orientation
Ability to identify opportunities and drive business growth

Technical Competencies

Understanding of banking products including CASA, TD, Insurance, FX, and Investment products
Knowledge of financial markets and wealth management solutions

Work Relationship

Close coordination with Treasures Team Lead and Relationship Managers for client acquisition and portfolio growth
Collaboration with internal stakeholders across product, service, and operations teams

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)

DBS India – Culture & Behaviours

Deliver performance through value-based propositions
Maintain strong customer focus and service excellence
Uphold the highest standards of integrity and professionalism
Build knowledge, skills, and competencies continuously
Execute with speed while ensuring accuracy
Protect and enhance DBS brand reputation

Location:

Noida-DBIL

Job:

Product Sales

Schedule:

Regular

Employee Status:

Full time

Apply Now

Refine Your Search

wealth manager jobs in uttar pradesh

Senior Officer, Specialist Business Development Treasures, Consumer Banking Group

Senior Associate - TA

Relationship Manager & Branch sales manager

ABCL - BM - GL - Lucknow

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Growth Management - Senior Manager- User Growth

Investment Manager - Real Estate

SSE - Python

Private Banking Senior Advisor, AVP

Trainee - Logistics

Branch sales manager

Sales Associate

Sales Executive

Production Officer

HR Generalist

Relationship Manager

Software Engineer – Python

Industry Consultant - Capital Markets

Product Design

Analyst, Branch Relationship Manager, Consumer Banking Group

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