• Treasures Relationship Manager Jobs in Coimbatore,India

  • DBS Bank Ltd
  • Save Job
  • 4 - 5 Years
  • Posted : above 1 month

Job Description:

Treasures Relationship Manager - Coimbatore - ( WD04595 )

Job Purpose

To deliver exceptional volume and revenue performance by acquiring and engaging with DBS clients through need-based selling 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 levels through pro-active client engagement & relationship management

Key Accountabilities

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
Ensure optimum product mix and new- to- product clients aimed at customer level profitability and enhancing client coverage
Acquire clients of the desired profile and engage with existing customers to deepen the wallet share
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

Achieve the savings and deposit book growth, volume and revenue targets through need based approach so as to provide suitable solutions to clients

Acquire clients for the Bank of the desired profile and segment as per the Bank strategy

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 so as to be current and proficient to ensure effective engagement with customers

Coordinate and work closely with CBG Relationship Manager peer groups and colleagues, Service teams, Product specialist at branches so as 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 so as to ensure achievement of common team and Branch objectives
Ensure internal and regulatory compliance and address operational risks if any, eg 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
Undertake regular client engagement events and activities for prospect generation and to help reinforce the DBS brand in the local market

Keep abreast of current economic and financial markets so as to be current and proficient in attending to customers queries

Work hand in hand with other business units to ensure that objectives of the team are met and there is team harmony and unity

Ensure need-based selling so as to facilitate the distribution of third party products to customers as per the investment profile and objectives

Required Experience

Minimum 4-5 years of experience in retail banking in sales
Proven sales track record in financial services industry which would include investment, insurance, wealth management experience
Sound understanding of financial planning and wealth management products in India
In-depth knowledge of local market and competition
AMFI / IRDAI certified candidates preferable
BCSBI / FEDAI certification would be an added advantage

Primary Location India-Tamil Nadu-Coimbatore

Job Relationship Management

Schedule Regular

Employee Status


Job Posting May 21, 2019, 42011 PM

Profile Summary:

Employment Type : Full Time
Eligibility : Any Graduate
Industry : Financial Services/Stockbroking
Functional Area : Banks/Insurance/Financial Services
Role : Banking -General
Salary : As per Industry Standards
Deadline : 17th Mar 2020

Key Skills:

Company Profile:

DBS Bank Ltdarfix

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