Roles and Responsibilities :

- Develop and maintain strong relationships with high net worth individuals (HNIs) to acquire new clients for wealth management services.

- Identify opportunities for cross-selling and upselling existing products to increase revenue growth.

- Collaborate with internal teams to provide tailored solutions for HNI clients' financial needs.

- Analyze market trends and competitor activity to stay ahead in the competitive wealth management landscape.

Job Requirements :

- 5-15 years of experience in business development, sales, or a related field within the banking industry.

- Proven track record of success in acquiring current HNI clients through strategic networking and relationship-building.

- Strong understanding of wealth management principles, including investment products, portfolio management, and retirement planning.

- Excellent communication skills with ability to articulate complex financial concepts simply.

📌 Senior Relationship Treasures Manager (Bengaluru)
🏢 DBS Bank
📍 Bengaluru