To deliver exceptional volume and revenue performance by acquiring and engaging with DBS Treasures clients having an AUM => INR 20 Million through “need-based approach” and ensure client coverage and product penetration through cross-sell and up-sell of DBS products and services.
To manage & maintain the highest customer satisfaction and service levels through pro-active client engagement & relationship management, coordinating internally with DBS Service and Distribution and Product teams
Key Accountabilities
• Acquire and upgrade quality Treasures clients in the branch location areas
• 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
• 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 current- 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.
Job Duties:
• Establish, manage and grow the AUM of the elite Treasures Client segment by acquiring and nurturing the client having AUM => INR 10 M
• 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.

📌 Senior Associate, Treasures Relationship Manager, Consumer Banking Group (Bengaluru)
🏢 DBS Bank
📍 Bengaluru