- Manage relationships with high net worth individuals (HNIs) to identify their financial goals and provide tailored investment solutions.
- Develop and maintain a deep understanding of clients' needs, preferences, and risk tolerance to deliver personalized service.
- Identify cross-sell opportunities for other products such as private banking services, PMS, and third-party offerings.
- Ensure timely resolution of client queries and issues while maintaining exceptional customer satisfaction.
Job Requirements :
- 3-20 years of experience in HNI sales or related field.
- Solid knowledge of premier banking, private banking, PMS, and other relevant financial markets.
- Proven track record in building strong relationships with high-net-worth clients through effective communication skills.
📌 Treasures Relationship Manager (Chennai)
🏢 DBS Bank
📍 Chennai
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