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Treasures Relationship Manager - NRI

4 - 9 yrs
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Not Disclosed by Recruiter Openings: 4 Posted 21 days ago Job Applicants: 1500+ Job Views: 1204

Job Description

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    Job Purpose:

    Help establish the Non-Resident (Global Indian) segment in India through effective conversion of leads provided.
    Identify the banking and beyond banking requirements of clients and work with the Consumer Banking Distribution and Proposition team to create a robust DBS value proposition for this customer segment.
    To deliver exceptional sales performance in a phased manner by identifying, acquiring and servicing NR customers with AUMs more than INR 20 Million for their wealth management needs.
    To manage & maintain the highest customer satisfaction levels through pro-active client engagement & relationship management through seamless coordination with Consumer Banking Business and Customer Experience team

    Key Accountabilities:

    Acquire clients for DBS India through seamless conversion of the leads provided and nurture the relationship for AUM build up in a steady manner.
    Establish the Corridor channel as a major revenue contributor through proper implementation & execution of relationship management & investment advisory strategies.
    Ensure proper balance of the product mix and balance NTB (New to Bank NR customers) with increased penetration of existing NR customers to deepen the wallet share.
    Drive and deliver a radical improvement in customer service in the NR markets market through dynamic service leadership and the implementation of customer service strategy.
    Supported by dedicated Investments, Insurance,Forex Specialist for managing the existing & NTB clients .
    Ensure highest levels of customer satisfaction. Interact with new customers to detail & explain all features & functions of products & assist in on boarding of NR customers. Ensure service levels are constantly improving.

    Job Duties & Responsibilities:

    Manage customers issues on service or FX/investment needs. Escalate if required. Probe and identify requirements to provide appropriate solutions to customers.
    Ensure proficient knowledge on all products (SA, TD, Investments, FX and insurance) & services. Be the leader for resolving all queries & complaints. Ensure full training & briefing on all product launches & upgrades by the relevant product & digital teams.
    Research complaints & compliments. Analyze & suggest innovations & ideas on product & service improvement in addition to service level improvements.
    Handling of complaints & customer journey is supported by the Client Experience teams.
    Keep attuned to the current economic and financial markets to be current and proficient in attending to customers queries.
    Work hand in hand with fellow India Distribution team and overseas RMs and onshore offshore Service Manager to ensure that all business objectives of the Corridor team(s) are met.
    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 all NR markets. 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.

Salary: Not Disclosed by Recruiter

Industry: Banking, Financial Services, Broking

Functional Area: Sales , Retail , Business Development

Role Category:Channel Sales

Role:Client Relationship Manager

Employment Type: Permanent Job, Full Time


Desired Candidate Profile

    Please refer to the Job description above
Company Profile:


DBS - Living, Breathing Asia
DBS is a leading financial services group in Asia, with over 280 branches across 18 markets. Headquartered and listed in Singapore, DBS has a growing presence in the three key Asian axes of growth: Greater China, Southeast Asia and South Asia. The bank's capital position, as well as 'AA-' and 'Aa1' credit ratings, is among the highest in Asia-Pacific. DBS has been recognised for its leadership in the region, having been named “Asia’s Best Bank� by The Banker, a member of the Financial Times group, and “Best Bank in Asia-Pacific� by Global Finance. The bank has also been named “Safest Bank in Asia� by Global Finance for seven consecutive years from 2009 to 2015.

DBS provides a full range of services in consumer, SME and corporate banking activities across Asia. As a bank born and bred in Asia, DBS understands the intricacies of doing business in the region’s most dynamic markets. These market insights and regional connectivity have helped to drive the bank’s growth as it sets out to be the Asian bank of choice. DBS is committed to building lasting relationships with customers, and positively impacting communities through supporting social enterprises, as it banks the Asian way. It has also established a SGD 50 million foundation to strengthen its corporate social responsibility efforts in Singapore and across Asia.

With its extensive network of operations in Asia and emphasis on engaging and empowering its staff, DBS presents exciting career opportunities. The bank acknowledges the passion, commitment and can-do spirit in all of our 21,000 staff, representing over 40 nationalities. For more information, please visit
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Purva Desai Company Recruiter DBS Bank Limited Mumbai


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