Relationship Manager

Job Duties & responsibilities

Establish, manage and grow the AUM of the elite Treasures Client segment by acquiring and

nurturing the client having AUM => INR 10M

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 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 brand in the Private Wealth management space