Job Purpose:

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
- Ensuretimely portfolio review by jointly engaging with Wealth / Investment / Insurance specialist with clients.
- Ensure complete knowledge of all products & services through continuous skill and knowled

📌 Wealth Management Advisor (Chennai)
🏢 Live Connections
📍 Chennai