Mumbai Maharashtra Banking relationship manager Jobs – 86 Open Jobs Today

Senior Associate, Treasures Relationship Manager, Consumer Banking Group
DBS Bank —Mumbai, Maharashtra
- Full-time
- Master's degree
- Bachelor's degree
- MBA
Relationship Manager
Ace —Andheri, Mumbai, Maharashtra
- ₹5,00,000 - ₹6,00,000 a year
- Full-time
- Customer service
- English
- Microsoft Office
Quick apply
3d
Alternative Investment Fund (AIF) Manager
Kiara Global Services —Mumbai, Maharashtra
- ₹5,00,000 - ₹8,00,000 a year
- Full-time
- Finance
- Master's degree
- Presentation skills
- Cell phone reimbursement
- Paid sick time
Quick apply
Relationship Manager
UNOKARD —Andheri, Mumbai, Maharashtra
- ₹3,00,000 - ₹6,00,000 a year
- Full-time
- Customer service
- English
- Microsoft Office
Quick apply
3d
Assistant Vice President - Associate Relationship Support Manager - Business Banking
HSBC Global Services Limited —Mumbai, Maharashtra
- Full-time
- Finance
- Master's degree
- Analysis skills
21h
Relationship Manager – Strategic Partnerships- Corporate
Profectus Capital —Mumbai, Maharashtra
- Full-time
- Remote
- Marketing
- Microsoft Office
- Finance
- Work from home
Corporate Relationship Support Manager
HSBC Global Services Limited —Mumbai, Maharashtra
- Full-time
- Master's degree
- AI
- MBA
14d
ERM (Elite Relationship Manager)
Brilliant Mind Hr india pvt ltd —Mumbai, Maharashtra
- ₹7,00,000 - ₹10,00,000 a year
- Full-time
- Sales
- In-person
- Communication skills
- Health insurance
Quick apply
Vice President - Relationship Manager - Business Banking
HSBC Global Services Limited —Mumbai, Maharashtra
- Full-time
- Business Administration
- AI
- MBA
21h
Sr. Relationship Manager - Affluent Relations
Standard Chartered —Mumbai, Maharashtra
- Sales
- Master's degree
- Communication skills
- Health insurance
- Paid sick time
Corporate Banking - Sr. Relationship Manager - Vice President
Citi —Mumbai, Maharashtra
- Full-time
- Master's degree
- Bachelor's degree
- Travel
Principal Relationship Managers
Standard Chartered —Mumbai, Maharashtra
- Sales
- Master's degree
- Communication skills
- Health insurance
- Paid sick time
10d
Relationship Manager , Small Medium Enterprises, Institutional Banking Group
DBS Bank —Mumbai, Maharashtra
- Sales
- Finance
- Master's degree
Relationship Manager - Wealth Management
Pratham Services Fincorp LLP —Mulund, Mumbai, Maharashtra
- ₹20,000 - ₹45,000 a month
- Full-time
- Microsoft Office
- Business development
- Bachelor's degree
- Health insurance
- Paid time off
Quick apply
2d
VP Premier Plus Relationship Manager
HSBC Global Services Limited —Mumbai, Maharashtra
- Full-time
- Sales
- English
- Bachelor's degree
9d
Portfolio Manager - Virtual
Standard Chartered —Mumbai, Maharashtra
- Remote
- English
- Master's degree
- Bachelor's degree
- Health insurance
- Paid sick time
10d
Relationship Manager - SME ME
Standard Chartered —Mumbai, Maharashtra
- English
- Finance
- Master's degree
- Health insurance
- Paid sick time
Relationship Manager – Wealth / Banking
Brilliant Mind Hr india pvt ltd —Mumbai, Maharashtra
- ₹12,438.45 - ₹36,565.21 a month
- Business development
- Bachelor's degree
- Financial services
Quick apply
Analyst, Relationship Manager, Credit Program Small, Small Medium Enterprises
DBS Bank —Mumbai, Maharashtra
- Full-time
- Sales
- Finance
- Master's degree
14d
Relationship Manager – Wholesale Funding – Corporate
Profectus Capital —Mumbai, Maharashtra
- Remote
- Marketing
- Microsoft Office
- Finance
- Work from home

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Senior Associate, Treasures Relationship Manager, Consumer Banking Group

DBS Bank -
Mumbai, Maharashtra

Apply Now

Job details

Full-time

Qualifications

Financial planning
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 across 600 branches across the country. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits (incl. structured solutions for NRI), investments, insurance, mortgages, credit cards and personal loans to help our customers realise their dreams and aspirations at every life stage.

Job Purpose:

To deliver exceptional volume and revenue performance by acquiring and engaging with DBS Treasures clients having a total relationship value => INR 30 lakhs through “need-based approach&rdquor; and ensure client coverage and product penetration through cross-sell and up-sell of DBS products and services.

Key Accountabilities

Acquire and upgrade quality Treasures clients in the branch location areas

Engage with existing customers to deepen the wallet share through retentionand 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

Requirements

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:

Mumbai

Job:

Relationship Management

Schedule:

Regular

Employee Status:

Full time

Apply Now

Refine Your Search

banking relationship manager jobs in mumbai maharashtra

Senior Associate, Treasures Relationship Manager, Consumer Banking Group

Relationship Manager

Alternative Investment Fund (AIF) Manager

Relationship Manager

Assistant Vice President - Associate Relationship Support Manager - Business Banking

Relationship Manager – Strategic Partnerships- Corporate

Corporate Relationship Support Manager

ERM (Elite Relationship Manager)

Vice President - Relationship Manager - Business Banking

Sr. Relationship Manager - Affluent Relations

Corporate Banking - Sr. Relationship Manager - Vice President

Principal Relationship Managers

Relationship Manager , Small Medium Enterprises, Institutional Banking Group

Relationship Manager - Wealth Management

VP Premier Plus Relationship Manager

Portfolio Manager - Virtual

Relationship Manager - SME ME

Relationship Manager – Wealth / Banking

Analyst, Relationship Manager, Credit Program Small, Small Medium Enterprises

Relationship Manager – Wholesale Funding – Corporate

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