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 recent- 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