Key Accountabilities

- Primary ownership of NTB acquisition: Consistently acquire and upgrade quality clients in the branch catchment with a strong focus on sourcing new affluent clients into the Treasures segment.
- Build and execute a robust acquisition pipeline through self-sourcing, referrals, branch walk-ins, local area prospecting, corporate and community engagement.
- 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 for both newly acquired and existing clients.
- 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.
- Ensure exemplary service delivery of these clients by building appropriate workflows and processes incl. doorstep banking etc.
- Establish DBS as the primary banker for newly acquired clients and strengthen its position as a prominent banking provider through consistent acquisition and superior service delivery.

Job Duties & responsibilities

- Establish,



manage and grow the AUM of mapped Client segment by acquiring and nurturing the client having AUM => INR 1 M
- 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.
- Coordinate and work closely with CBG colleagues, Service teams, Product specialist 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 banking provider in India.

Required Experience

- Minimum 2 years of experience in a reputed bank and proficient in banking products.

Education / Preferred Qualifications

- Preferably MBA (not mandatory)
- Mandatory - Graduate (10+2+3 years of education)




- AMFI / IRDAI / FEDAI certified candidates with BCSBI certification would be an added advantage

Core Competencies

- Strong Relationship Management and influencing skills
- Robust service orientation, customer-centric behavior
- Effective probing and listening skills.
- Self-driven and ambitious.
- Good written and verbal communication skills
- Results-orientated & the ability to deliver results under pressure
- In-depth knowledge of local market and competition.
- Understanding of competitive positioning
- Focused on developing image and goodwill of the brand
- Creative, inquisitive mind with problem solving abilities
- Ability to deliver results within tight timelines
- Attention to details, analyzing abilities

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.
- Knowledge of financial markets and products to assist in meaningful engagement with client

Work Relationship

- Management of clients and prospects for acquisition and deepening of wallet share
- Close interaction with Branch Manager, BOSH, CSO, CH, RH, Treasures RMs and Treasures Elite Team Leader
- Operations team to ensure consistent delivery of volume and revenue targets.
- Close and regular interaction with Branch Product specialists for effective skill / knowledge
- Development of self and explore potential in existing books through joint engagement with clients

📌 Branch Relationship Manager (Chennai)
🏢 DBS Bank
📍 Chennai