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Sr Wealth / Portfolio Manager - Mumbai /pune Leading MNC Bank

Keywords / Skills : Wealth Management, Investment Advisory, Sales, Relationship Management, Cross Selling, Business Development, RM, Competitor Analysis, Finance, Financial Planning

5 - 10 years
Posted: 2018-10-01

Job Description
One of the largest and leading bank of South Asia with a turnover of 4 billion dollars and total employee strenghth of 1000 employees is looking for a Sr Treasures RM for Mumbai / Pune location.

We are looking at candidates from Banks / NBFC with good knowledge of wealth products and having Vintage clients (60-100crs portfolio )

There will be leads provided by the bank and also will come with an initial base of start with.

Will be required to do new and fresh acquisitions around 2-3 NTB per month.

Interested candidates pl do share your updated resume


Job Title Senior Treasures Relationship Manager

Grade Senior Associate/ Assistant Vice President

Department Consumer Banking

Job Purpose

To deliver exceptional sales performance by identifying and meeting customer needs through selling & cross-selling of all DBS Banks CBG products & services. To manage & maintain the highest customer satisfaction levels through pro-active client engagement & relationship management

Key Accountabilities

Accountable for achieving monthly & annual sales targets, as agreed. Ensure proper implementation & execution of relationship management & investment advisory strategies. Ensure proper sales spread between products. Aim to balance NTB (New to Bank customers) with increase penetration of existing customers to deepen the wallet share.

Drive and deliver a radical improvement in customer service in the local market through dynamic service leadership and the implementation of customer service strategy.

Ensure highest levels of customer satisfaction. Interact with new customers to detail & explain all features & functions of products & assist in on boarding of customers. Ensure service levels are constantly improving.

Meet Customer Migration targets.

Job Duties & Responsibilities

Manage customers issues on service or investment needs. Escalate if required. Probe and identify requirements to provide appropriate solutions to customers.

Ensure complete knowledge on all products & services. Be the leader for resolving all queries & complaints. Ensure full training & briefing on all product launches & upgrades.

Research complaints & compliments. Analyze & suggest innovations & ideas on product & service improvement in addition to service level improvements.

Keep attuned to the current economic and financial markets so as to be current and proficient in attending to customers queries.

Work hand in hand with fellow CBG RMs, Service Manager and TRE to ensure that all objectives of the team are met and there is team harmony and unity.

Working with the Branch Heads to achieve sales & service through in-branch business development activities, and providing feedback to the team.

Ensure compliance with operations risk and rigour requirements e.g. Health & Safety standards, security of premises, KYC and anti-money laundering measures.

Establish DBS Bank as a wealth management provider in India. Undertake frequent competitor analysis so that DBS product suite is in line with (or ahead of) competing banks. These updates to be shared with seniors at regular intervals. Also suggest local promotional activities which will help reinforce the DBS brand.

Keep attuned to the current economic and financial markets so as to be current and proficient in attending to customers queries.

Work hand in hand with other business units to ensure that objectives of the team are met and there is team harmony and unity.

Facilitate the distribution of third party investment products to customers, after taking into consideration the risk profile and investment objectives of the said customer. This will entail constant interaction with the asset management companies & customers.

Required Experience

10-15 years of experience

At least 3-4 years in Private/ UHNI Banking

Proven sales track record in banking/ financial services industry

Sound Understanding of financial planning and wealth management products

Knowledge of competitors and market place

Preferably AMFI and or IRDA certified

About Company

Quotient Consultancy is an ISO 9001-2008 Certified Consultancy.

Mumbai based Recruitment and Corporate Training firm.@ Quotient we cater across Middle /Senior to C X O Level Hiring Across all Industry Sectors.
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