Punjab Relationship manager wealth management Jobs – 19 Open Jobs Today

Senior Associate, Treasures Relationship Manager, Consumer Banking Group
DBS Bank —Ludhiana, Punjab
- Full-time
- Sales
- Master's degree
- Bachelor's degree
Stock Advisory Relationship Manager
PA Wealth Pvt Ltd —Ludhiana, Punjab
- ₹30,000 - ₹45,000 a month
- Full-time
- Business development
- In-person
- Communication skills
- Paid time off
- Cell phone reimbursement
Quick apply
portfolio manager
Standard Chartered —Amritsar, Punjab
- English
- Bachelor's degree
- Banking
- Health insurance
- Paid sick time
6d
Relationship Manager - Wealth Management
Mirae Asset ShareKhan —Amritsar, Punjab
- ₹5,00,000 - ₹5,50,000 a year
- Full-time
- Customer service
- Business development
- In-person
Quick apply
Project Manager
Smile Foundation —Moga, Punjab
- Full-time
- English
- Master's degree
- Team management
Client Relationship Manager
Zomint —Mohali, Punjab
- ₹30,000 - ₹55,000 a month
- Full-time
- Customer service
- Business development
- In-person
Quick apply
Collection Manager - Team Lead - Lending Collections
Paytm —Ludhiana, Punjab
- Management
- Computer skills
- Leadership
Team Leader - Wealth and Investment
Shield Capital and Investments —Mohali, Punjab
- ₹35,000 - ₹50,000 a month
- Full-time
- Master's degree
- Presentation skills
- Bachelor's degree
Quick apply
Associate Director & Wealth Specialist
Standard Chartered —Ludhiana, Punjab
- Health insurance
- Paid sick time
3d
Relationship Associate - Branch Banking
AxisMaxlife —Punjab
- Sales
- English
- Master's degree
- Health insurance
- Life insurance
Senior Wealth Manager
vakshana interiors —Sahibzada Ajit Singh Nagar, Mohali, Punjab
- ₹50,000 - ₹80,000 a month
- Full-time
- Sales
- Finance
- Master's degree
- Commuter assistance
- Cell phone reimbursement
Quick apply
13d
Marketing Manager
PA Wealth Pvt Ltd —Ludhiana, Punjab
- ₹30,000 - ₹45,000 a month
- Full-time
- Master's degree
- Business development
- Bachelor's degree
- Paid time off
- Cell phone reimbursement
Quick apply
Research Associate
PA Wealth Pvt Ltd —Ludhiana, Punjab
- ₹20,000 - ₹25,000 a month
- Full-time
- Microsoft Powerpoint
- Microsoft Excel
- Research
- Paid time off
- Cell phone reimbursement
Quick apply
Sales Manager- DST - Informal - Rupnagar
Aditya Birla Group —Punjab
3d
Business Development Intern
Asset Aura —Mohali, Punjab
- Microsoft Excel
- Business development
- Financial services
- Work from home
Quick apply
10d
Financial Advisor
Shield Capital and Investments —Mohali, Punjab
- ₹25,000 - ₹35,000 a month
- Full-time
- English
- Finance
- Analysis skills
Quick apply
Equity Dealer
Shield Capital and Investments —Mohali, Punjab
- ₹25,000 - ₹35,000 a month
- Full-time
- English
- Finance
- Analysis skills
Quick apply
Internship Student
Asset Aura —Mohali, Punjab
- ₹5,000 a month
- Full-time
- Microsoft Excel
- Business development
- Financial services
Quick apply
3d

More jobs to discover

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Stock Advisory Relationship Manager
PA Wealth Pvt Ltd —Ludhiana, Punjab
The ideal candidate should possess strong market knowledge, excellent communication skills, and a passion for helping clients achieve their investment goals.
₹30,000 - ₹45,000 a month
Quick apply
Marketing Manager
PA Wealth Pvt Ltd —Ludhiana, Punjab
\* Experience in the financial services industry will be an added advantage. The ideal candidate will be responsible for generating qualified leads, developing…
₹30,000 - ₹45,000 a month
Quick apply

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Wealth Manager jobs in Punjab

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.

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 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 wealth management provider in India.

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.

Education / Preferred Qualifications

Graduate / Postgraduate 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.

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.

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.

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

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

relationship manager wealth management jobs in punjab

Senior Associate, Treasures Relationship Manager, Consumer Banking Group

Stock Advisory Relationship Manager

portfolio manager

Relationship Manager - Wealth Management

Project Manager

Client Relationship Manager

Collection Manager - Team Lead - Lending Collections

Team Leader - Wealth and Investment

Associate Director & Wealth Specialist

Relationship Associate - Branch Banking

Senior Wealth Manager

Marketing Manager

Research Associate

Sales Manager- DST - Informal - Rupnagar

Business Development Intern

Financial Advisor

Equity Dealer

Internship Student

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