* that team objectives are met through an environment 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 guidelines issued by RBI (local regulations in India) and local laws and regulations that impact businesses in general. * Understanding of KYC requirements & Anti-money Laundering Policies. * Knowledge of financial markets and products to assist in meaningful engagement with clients.
Work Relationship
* Management of clients and prospects for acquisition and deepening of wallet share. * Close interaction with Treasures Elite Team Leader, City / Cluster Head, Branch Service and Operations team to ensure consistent delivery of volume and revenue targets. * Close and regular interaction with Branch Product specialists for effective skill / knowledge development of self and explore potential in existing book through joint engagement with clients.
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
Location:
MG Road, Gurugram
Job:
Relationship Management
Schedule:
Regular
Employee Status:
Full time