Analyst, Relationship Manager-Loan Against Property, Consumer Banking Group

Experience: Not Available to Not Available years

Location: Pune-DBIL

Skills: financial services, wealth management, private banking, analytical skills, problem-solving skills, interpersonal skills, client management, Certified Financial Planner (CFP), Chartered Financial Analyst (CFA)

Business Function
As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages { PLAP }, credit cards and personal loans, to help our customers realise their dreams and aspirations at every life stage. Our financial solutions are not only the best in the business - they were made just right for you.

Responsibilities
Provide personalized financial advice and solutions to high-net-worth clients within the Treasures segment of the Consumer Banking Group for souricng of PLAP through Branch Network / Treasures segment and DSA verticals
Understand clients' financial goals, risk profiles, and investment preferences to recommend appropriate products and services
Collaborate with other teams, such as Wealth Management and Investment Advisory, to deliver a comprehensive suite of financial solutions




Maintain strong relationships with clients through regular communication and proactive portfolio reviews
Stay up-to-date with market trends, regulatory changes, and product developments to provide informed guidance to clients
Contribute to the growth and development of the Treasures segment by identifying new business opportunities and implementing effective client acquisition and retention strategies

Requirements
Requires Experience in client-facing role within the financial services industry, preferably in wealth management or private banking
Strong analytical and problem-solving skills to understand client needs and provide tailored financial solutions along with strong DSA network
Excellent communication and interpersonal skills to build trust and rapport with high-net-worth clients
Ability to work collaboratively with cross-functional teams and stakeholders
Demonstrated track record of achieving sales and client satisfaction targets
Relevant professional certifications, such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA), would be an advantage

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We offer a competitive salary and perks package and the professional advantages of a dynamic environment that supports your development and recognises your achievements.

Job: Product Sales
Schedule: Regular
Employee Status: Full time

📌 Analyst, Relationship Manager Loan Against Property, Consumer Ba (Pune)
🏢 DBS Bank
📍 Pune