kerala associate, treasures relationship manager, consumer banking group Jobs – 1086 Open Jobs Today

Associate, Treasures Relationship Manager, Consumer Banking Group
DBS Bank —Kochi, Kerala
- Full-time
- Sales
- Master's degree
- Bachelor's degree
Office Administrator-Femae
ANIL NAMBIAR & ASSOCIATES —Palarivattom, Kochi, Kerala
- ₹15,000 - ₹20,000 a month
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Quick apply
E-Commerce Executive - Amazon
Exotic Wood Zone India —Kakkanad, Kochi, Kerala
- ₹15,000 - ₹20,000 a month
- Full-time
- Microsoft Office
- Analysis skills
- Bachelor's degree
Quick apply
13d
Talent Services L and D-Associate-MENA Virtual Producer - Contractor
EY —Kochi, Kerala
- Rotational shift
- Remote
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
1d
Associate Director - FP&A - Gurgoan/Bangalore/Noida/Kochi
EY —Kochi, Kerala
- English
- Bachelor's degree
IPR - Intellectual Property (Trademark) Associate
HA&Co. —Kochi, Kerala
- ₹25,000 - ₹45,000 a month
- Full-time
- Microsoft Word
- English
- Microsoft Office
Quick apply
16h
CBS-BMC-BMC Enablement-Coordination and Enablement-Sr Associate
EY —Kochi, Kerala
- Microsoft Powerpoint
- Microsoft Word
- Azure
Associate Analyst-Cross Border Travel Support - Engagement Transaction Support
EY —Kochi, Kerala
- Night shift
- Microsoft Excel
- Research
- Microsoft Office
Associate Director – Academic Affairs
Amrita University —Kollam, Kerala
- Doctoral degree
Billing Engineer/ Civil Quantity Surveyor (kasargod)
Trilok & Associates —Kasargod, Kerala
- ₹45,000 - ₹55,000 a month
- Full-time
- Civil engineering
- English
- Bachelor's degree
Quick apply
Business Development Associate (BDA)
Global visa online —Kochi, Kerala
- ₹15,453.91 - ₹30,813.62 a month
- Full-time
- Computer skills
- In-person
- Communication skills
- Paid time off
- Paid sick time
Quick apply
Business Development Associate
SoftFruit Solutions —Calicut, Kerala
- ₹15,000 - ₹35,000 a month
- Full-time
- Master's degree
- Business development
- Analysis skills
- Work from home
Quick apply
Associate Director – Sustainability
Amrita University —Kollam, Kerala
- Doctoral degree
- Master's degree
- Team management
International CRM | ₹25K | Night Shift |Kottayam
People Plan —Kottayam, Kerala
- ₹25,000 a month
- Full-time
- English
- Master's degree
- Bachelor's degree
Quick apply
2d
Audit Manager
Alex Philip & Associates Chartered Accountants —Nedumbassery, Kochi, Kerala
- ₹1,20,000 - ₹2,40,000 a year
- Full-time
- In-person
Quick apply
Associate Director – Innovation
Amrita University —Kollam, Kerala
- Doctoral degree
- Master's degree
- Team management
Business Operations Associate
Vidyalai —Kochi, Kerala
- Up to ₹4,00,000 a year
- Full-time
- English
- 12th Pass
- Business development
Quick apply
2d
ASSOCIATE - BRANCH OPERATIONS SOUTH
ICICI Prudential Life Insurance —Kochi, Kerala
Sr. Business Development Associate (IT sales)
Ionaught Technologies —Karakulam, Thiruvananthapuram, Kerala
- ₹30,000 - ₹50,000 a month
- Full-time
- Hybrid work
- Sales
- Business development
- Communication skills
Quick apply
13d
Capacity-Resource Management-Advanced Associate
EY —Kochi, Kerala
- Microsoft Excel
- Analysis skills
- Bachelor's degree

I want to receive the latest job alerts for associate, treasures relationship manager, consumer banking group in kerala

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

associate, treasures relationship manager, consumer banking group jobs near kerala

Business Development Executive jobs in Kochi, Kerala

Operations Associate jobs in Kochi, Kerala

Office Administrator jobs in Palarivattom, Kochi, Kerala

Associate Analyst jobs in Kochi, Kerala

Business Development Executive jobs in Calicut, Kerala

Quantity Surveyor jobs in Mahatma Gandhi Road, Bengaluru, Karnataka

Quantity Surveyor jobs in Banashankari, Bengaluru, Karnataka

Motor Insurance, Claims Surveyor jobs in Mumbai, Maharashtra

Civil Surveyor jobs in Uttar Pradesh

Quantity Surveyor, Billing, Civil jobs in Madurai, Tamil Nadu

Quantity Surveyor jobs in Cbd Belapur, Navi Mumbai, Maharashtra

Quantity Surveyor jobs in Remote

Financial Startup, Finance Internship jobs in Mumbai, Maharashtra

Director Of Financial Planning And Analysis jobs in Indore, Madhya Pradesh

Independent Director jobs in Bengaluru, Karnataka

Front Office Executive jobs in Mohali, Punjab

Business Development Executive jobs in Hyderabad, Telangana

Business Development Executive jobs in Chandigarh

Business Development Executive jobs in Sikanderpur, Gurugram, Haryana

Business Development Executive jobs in Bannerghatta Road, Bengaluru, Karnataka

Associate, Treasures Relationship Manager, Consumer Banking Group

DBS Bank -
Kochi, Kerala

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

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 teams

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:

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

Required Experience

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 Qualification

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:

Ernakulam(Kochi)

Job:

Relationship Management

Schedule:

Regular

Employee Status:

Full time

Apply Now

Refine Your Search

associate, treasures relationship manager, consumer banking group jobs in kerala

Associate, Treasures Relationship Manager, Consumer Banking Group

Office Administrator-Femae

E-Commerce Executive - Amazon

Talent Services L and D-Associate-MENA Virtual Producer - Contractor

Associate Director - FP&A - Gurgoan/Bangalore/Noida/Kochi

IPR - Intellectual Property (Trademark) Associate

CBS-BMC-BMC Enablement-Coordination and Enablement-Sr Associate

Associate Analyst-Cross Border Travel Support - Engagement Transaction Support

Associate Director – Academic Affairs

Billing Engineer/ Civil Quantity Surveyor (kasargod)

Business Development Associate (BDA)

Business Development Associate

Associate Director – Sustainability

International CRM | ₹25K | Night Shift |Kottayam

Audit Manager

Associate Director – Innovation

Business Operations Associate

ASSOCIATE - BRANCH OPERATIONS SOUTH

Sr. Business Development Associate (IT sales)

Capacity-Resource Management-Advanced Associate

I want to receive the latest job alerts for associate, treasures relationship manager, consumer banking group in kerala

Related Searches

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected