• that team objectives are met through an workplace that nurtures harmony and collaboration through teamwork
• Work closely with the Line Manager and City / Cluster Head to ensure achievement of common team and Branch objectives.
• Ensure internal and regulatory compliance and address operational risks if any, e.g. Health & Safety standards, security of premises, AML / KYC and ongoing risk reviews.
• To exercise appropriate due diligence while on-boarding and engaging with clients.
• Establish DBS as a primary banker for clients and as a prominent wealth management provider in India.
• Organize exclusive lifestyle, sports , music and such other elite engagement events and activities for prospect generation , entrench existing relationship and reinforce the DBS brand in the Private Wealth management space
Requirements
• Minimum 10 years of experience in HNI Sales / Wealth Management / Private Banking segment.
• Sound understanding of financial planning and wealth management products in India
• In-depth knowledge of local market and competition.
• AMFI / IRDAI / FEDAI certified candidates with BCSBI certification would be an added advantage
Education / Preferred Qualifications
• Graduate / Postgraduate with MBA in relevant field
Core Competencies
• Effective probing and listening skills.
• Strong Relationship Management and influencing skills
• Self-driven and ambitious.
• Good written and verbal communication skills
• Results-orientated & the ability to deliver results under pressure
• Understanding of competitive positioning
• Strong service orientation, customer-centric behavior.
• Focused on developing image and good will of the brand
• Creative, inquisitive mind with problem solving abilities.
• Ability to deliver results within tight timelines.
• Attention to details, analyzing abilities.
Technical Competencies
• Understanding of HNI Sales/ wealth management product suite, platforms and operational procedures
• Understanding of banking and para-banking gui
📌 Senior Associate, Treasures Relationship Manager, Consumer Banking Group (Gurugram)
🏢 DBS Bank
📍 Gurugram
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