punjab senior relationship manager Jobs – 109 Open Jobs Today

Senior Associate, Treasures Relationship Manager, Consumer Banking Group
DBS Bank —Ludhiana, Punjab
- Full-time
- Sales
- Master's degree
- Bachelor's degree
Executive, Sr. Executive and Sales Manager
Kogta Financial —Patiala, Punjab
Territory Manager : ATR
DHL —Amritsar, Punjab
- Email
- Up to 50% travel
- Sales
- Data analysis skills
- Health insurance
- Paid time off
11d
Sr. Sales Executive
Global Digi Recruit —Amritsar, Punjab
- ₹3,00,000 - ₹6,00,000 a year
- Full-time
- Sales
- Customer service
- Salesforce
Quick apply
2d
Senior Sales Manager
Divine World —Kharar, Punjab
- From ₹40,000 a month
- Full-time
- Sales
- English
- Microsoft Office
- Cell phone reimbursement
Quick apply
Business Development Manager (BDM)
Matrix Marketers kanmag solutions pvt ltd —Mohali, Punjab
- ₹7,00,000 - ₹12,00,000 a year
- Full-time
- In-person
- Communication skills
- Negotiation
- Flexible schedule
Quick apply
6d
Senior Sales Manager
Continuum Workforce —Mohali, Punjab
- ₹50,000 - ₹90,000 a month
- Full-time
- Marketing
- Bachelor's degree
- Team management
Quick apply
Sales & Marketing Manager
Brar Eye Hospital —Bathinda, Punjab
- ₹20,000 - ₹30,000 a month
- Full-time
- Sales
- Customer service
- Business development
Quick apply
Senior Business Development Manager
Hype Digitals & Promotions —Mohali, Punjab
- From ₹50,000 a month
- Full-time
- Sales
- Business development
- Bachelor's degree
- Flexible schedule
Quick apply
9d
Lead Corporate Psychologist
Mind Plus —Ludhiana, Punjab
- ₹55,000 - ₹65,000 a month
- Management
- Master's degree
- Leadership
Branch Manager
XLNC Exotic Inc —Jalandhar, Punjab
- ₹20,000 - ₹60,000 a month
- Full-time
- Customer service
- English
- Microsoft Office
- Paid sick time
Quick apply
12d
Executive,Sr.Executive and Sales Manager
Kogta Financial —Ludhiana, Punjab
Sales Manager
P S Promoters —Kharar, Punjab
- ₹15,000 - ₹47,000 a month
- Full-time
- Sales
- Business development
- In-person
- Cell phone reimbursement
Quick apply
11d
Business Development Manager ( Upwork)
Suffes Com —Mohali, Punjab
- ₹11,00,000 - ₹13,00,000 a year
- Full-time
- Analysis skills
- Communication skills
Branch Manager
Franklin Templeton Investments —Amritsar, Punjab
- Email
- Bachelor's degree
- Communication skills
- Health insurance
Senior Sales Manager
Prorich Agro Private Limited —Zirakpur, Punjab
- ₹35,000 - ₹50,000 a month
- Full-time
- Microsoft Excel
- Sales
- Business development
- Cell phone reimbursement
- Paid sick time
Quick apply
Head-Direct Equity Desk & portfolio
Shield Capital and Investments —Mohali, Punjab
- ₹25,000 - ₹35,000 a month
- Full-time
- Research
- Financial services
- In-person
Quick apply
Sales Executive
Global Digi Recruit —Amritsar, Punjab
- ₹3,00,000 - ₹6,00,000 a year
- Full-time
- Sales
- Customer service
- Salesforce
Quick apply
2d
Territory Manager : PTA
DHL —Patiala, Punjab
- Email
- Up to 50% travel
- Sales
- Data analysis skills
- Health insurance
- Paid time off
11d
Assistant Project Manager
THF —Hoshiarpur, Punjab
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Quick apply
8d

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Senior Associate, Treasures Relationship Manager, Consumer Banking Group

DBS Bank -
Ludhiana, Punjab

Apply Now

Job details

Full-time

Qualifications

Financial planning
Wealth management
Sales
Master's degree
Bachelor's degree
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 has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our customers realise their dreams and aspirations at every life stage. Our financial solutions are not only the best in the business – they were made just right for you.

Job Purpose

To deliver exceptional volume and revenue performance by acquiring and engaging with DBS Treasures clients having an AUM => INR 20 Million through “need-based approach&rdquor; 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 Treasures clients in the branch location areas

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 the elite Treasures Client segment by acquiring and nurturing the client having AUM => INR 10 M

Ensure timely portfolio review by jointly engaging with Wealth / Investment / Insurance specialist with clients.

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.

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

Keep attuned to the current economic and financial markets to be current and proficient to ensure effective engagement with the elite segment of Treasures customers.

Coordinate and work closely with CBG Relationship Manager peer groups and colleagues, Service teams, Product specialist at branches to ensure that team objectives are met through an environment that nurtures harmony and collaboration through team work

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 / Post Graduate 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 & Behaviors

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:

Ludhiana

Job:

Relationship Management

Schedule:

Regular

Employee Status:

Full time

Apply Now

Refine Your Search

senior relationship manager jobs in punjab

Senior Associate, Treasures Relationship Manager, Consumer Banking Group

Executive, Sr. Executive and Sales Manager

Territory Manager : ATR

Sr. Sales Executive

Senior Sales Manager

Business Development Manager (BDM)

Senior Sales Manager

Sales & Marketing Manager

Senior Business Development Manager

Lead Corporate Psychologist

Branch Manager

Executive,Sr.Executive and Sales Manager

Sales Manager

Business Development Manager ( Upwork)

Branch Manager

Senior Sales Manager

Head-Direct Equity Desk & portfolio

Sales Executive

Territory Manager : PTA

Assistant Project Manager

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