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Relationship Manager- Treasures Key Clients

Bengaluru, KA
Job Code:
  • Banking & Finance
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Job Details

Job PurposeTo manage & maintain the highest customer satisfaction levels through pro-active client engagement & relationship managementKey AccountabilitiesAccountable for achieving monthly & annual sales targets. Ensure proper implementation & execution of relationship management & investment advisory strategies. Ensure proper sales spread between products. Aim to balance NTB (New to Bank customers) with increased penetration of existing customers to deepen the wallet share.Drive and deliver a radical improvement in customer service in the local market through dynamic service leadership and the implementation of customer service strategy.Ensure highest levels of customer satisfaction. Interact with new customers to detail & explain all features & functions of products & assist in on boarding of customers. Ensure service levels are constantly improving.Meet Customer Migration targets.Education / Preferred Qualification An MBA or CA with relevant number of years of experience in banking and specifically in retail banking is preferable. Graduate with relevant experience consideredRequired Experience 10-15 years of experience At least 3-4 years in Private/ UHNI Banking Proven sales track record in banking/ financial services industry Sound understanding of financial planning and wealth management products Knowledge of competitors and market place Preferably AMFI and or IRDA certified Working with all stakeholders to achieve sales & service through in-branch business development activities, and providing feedback to the team. Ensure compliance with operations risk and rigour requirements e.g. KYC and anti-money laundering measures. Establish DBS Bank as a wealth management provider in India. Undertake frequent competitor analysis so that DBS product suite is in line with (or ahead of) competing banks. Facilitate the distribution of third party investment products to customers, after taking into consideration the risk profile and investment objectives of the said customer. To deliver exceptional sales performance by identifying, acquiring and servicing customers with AUMs in excess of SG$0.5 million for their wealth management needs. Manage customer s issues on service or investment needs. Escalate if required. Probe and identify requirements to provide appropriate solutions to customers. Ensure complete knowledge on all products & services. Be the leader for resolving all queries & complaints. Ensure full training & briefing on all product launches & upgrades. Research complaints & compliments. Analyze & suggest innovations & ideas on product & service improvement in addition to service level improvements. Keep attuned to the current economic and financial markets so as to be current and proficient in attending to customers queries. Work hand in hand with fellow CBG RMs and Service Manager to ensure that all objectives of the team are met and there is team harmony and unity. Job Duties & Responsibilities
Degree: MBA/ PGDM

Additional Degree: BA (Arts) | B.Com. (Commerce) | B.Pharm. (Pharmacy) | B.Plan. (Planning) | B.Sc. (Science) | BBA/ BBM/ BBS | BCA (Computer Application) | Diploma-Other Diploma | B.Ed. (Education) | BHM (Hotel Management)

Experience: 10-15


Client Servicing | Corporate Sales | Relationship/Account Servicing
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