Job Description
Job Purpose:
To deliver exceptional volume and revenue performance by acquiring and engaging with DBS Treasures clients having a total relationship value => INR 30 lakhs through “need-based approach” and ensure client coverage and product penetration through cross-sell and up-sell of DBS products and services.
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 of Total Relationship Value (TRV).
• Accountable for achieving annual volume and revenue objective.
• Ensure Savings Book and loan 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
• 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 processes.
Job Duties:
• Establish, manage and grow the TRV of the elite Treasures Client segment by acquiring and nurturing the clients having AUM => INR 10 M
• Ensure timely portfolio review by jointly engaging with Wealth / Investment / Insurance specialist with clients.
• Ensure complete knowledge of all products & services through continuous skill and knowledge improvement.
• Resolve customer queries and complaints within the agreed TAT as per the DBS customer service policy.
• Provide feedback on market, competition and products, suggest innovations & ideas for continuous product and service improvements.
• Ensure internal and regulatory compliance and address operational risks if any.
Required Experience
• 6-12 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 Qualification
• Graduate / Post Graduate 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-oriented, analytical and ability to deliver results under pressure
• Understanding of competitive positioning
• Strong service orientation, customer-centric behaviour.
Primary Location: India-Telangana-Hyderabad
Job: Relationship Management
Schedule: Regular
Employee Status:
Full-time
:
Job Posting: Nov 1, 2026, 12:47:55 AM
💡 Quick Summary
Seeking a career-building opportunity? The Treasures Relationship Manager position is now open for candidates interested in the Bank Jobs sector. This role in Hyderabad offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
