Business Function
As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our customers realise their dreams and aspirations at every life stage. Our financial solutions are not only the best in the business they were made just right for you.
Job Purpose
- Team Lead - Affluent is responsible for leading the Affluent Relationship Manager team to achieve exceptional growth in New to Bank (NTB) DBS Treasures clients. This role involves strategizing and overseeing the execution of sales and relationship management activities, ensuring high customer satisfaction, and meeting the bank's financial targets through effective team leadership and cross-functional collaboration
Key Accountabilities
- Lead and mentor a team of Affluent Relationship Managers to effectively implement a needs-based strategy for attracting and engaging NTB Treasures clients
- Work with the marketing team to enable events and client engagements to assist lead generation for NTB acquisition
- Monitor and drive team performance to achieve targets in new client acquisition, revenue growth, and product cross-sell, specifically in Insurance, Foreign Exchange, and Investments
- Ensure high standards of customer service and compliance with regulatory and internal policies across the team
- Foster a culture of digital innovation within the team to enhance efficiency and customer experience
- Develop and maintain strong relationships with internal stakeholders to support business objectives and seamless client service
Job Duties & Responsibilities
- Oversee the acquisition strategies for NTB clients, ensuring alignment with the bank's growth objectives and service standards
- Review and analyse team performance metrics to identify areas for improvement and implement strategies to achieve financial targets for Treasures Segment
- Ensure adherence to all compliance, AML, and KYC guidelines within the team, conducting regular reviews and training
- Promote the use of digital banking tools and platforms among team members and clients to enhance accessibility and service delivery
Required Experience
- Minimum 10 years of experience with at least 3 year of experience in in managing teams within Premium Banking or Wealth Management
- Proven track record of leading successful teams in achieving sales targets and expanding client relationships
- Extensive knowledge of wealth management products and the financial services industry in India
- 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 / Post Graduate with MBA
Core Competencies
- Exceptional leadership and team management skills
- Strong strategic thinking and problem-solving abilities
- Excellent communication and interpersonal skills
Technical Competencies
- Adept at sales strategies and business development in the wealth management space
- Proficient in financial planning, wealth management, and regulatory compliance
- Expertise in client relationship management and network expansion
Work Relationship
- Direct leadership of the Affluent Relationship Manager team
- Collaborate closely with other Team Leads, Product Specialists, and Senior Management to align strategies and optimize client solutions
- Closely collaborate Leaders in Branch Banking and SME Business to explore opportunities for referrals
Mandatory Training
- GCAP (Group Customer Acceptance Policy)
- BCAP (Business Customer Acceptance Policy)
- AML (Anti Money Laundering) and KYC Guidelines
- PIP (Personal Investment Policy)
- ORM (Operational Risk Management)
- Information Security Policy
DBS India - Culture & Behaviours
- Performance through Value Based Propositions
- Ensure customer focus by delighting customers & reduce complaints
- Build pride and passion to protect, maintain and enhance DBS image and reputation
- Enhance knowledge base, build skill sets & develop competencies
- Execute at speed while maintaining error free operations
- Maintain the highest standards of honesty and integrity
Apply Now
We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements
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Primary Location
India-Karnataka-Bangalore
Job
Relationship Management
Schedule
Regular
Job Type
Full-time
Job Posting
Aug 23, 2024, 6:19:11 AM
