Officer, Virtual Relationship Manager, Consumer Banking Group

About this role

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Skills you'll use

What you'll do

• - Quality engagement with Emerging Affluent and Treasures clients to retain and developing sustainable relationships
• - Ensure effective and efficient on-boarding, client coverage and client economics.
• - Coordinate and drive timely investment and insurance portfolio reviews partnering with Investment / Insurance / Wealth specialists in Cluster locations.
• - Establish relationships with the client’s basis opportunities identified by key acquiringchannels such as SME / CEP/IBG/ DBS Experience Centers or influencers for on-boarding the clients and ensure qualification as Treasures basis the stipulated criteria.
• - Ensure service delivery by ensuring appropriate workflows and processes including digital on-boarding, upgrades, Scan / E-mail based wealth transactions, doorstep banking services, digital and remote account maintenance (Re-KYC / Risk Reviews) etc.
• - Work closely with Cluster locations, Operations and other stakeholders to ensure that customer instructions are executed correctly and in a timely manner
• - Improving customer experience by collating customer feedback, identifying areas to improve such as operational, administrative, processes and competitiveness of products and services
• - Maintaining an awareness of relevant products and services available so as to provide the best solutions for clients as per their identified needs and aspirations
• - Supporting process and product improvement initiatives, providing customer feedback on service and product offering and ensuring compliance with internal audit and regulatory requirements and quality assurance
• - Adhere to DBS India and Group standards on code of conduct and controls in line with bank values and expectations

Who can apply

• - Servicing high net worth clients at a financial institution / KPO
• - While technical competence is not essential, ability to handle client requests via e-channels and versatility with digital tools would be beneficial.
• - Good knowledge of wealth management products, both investment and insurance
• - Customer oriented and able to capture customer financial needs
• - Holder of relevant insurance, investment certification requirements (AMFI / IRDAI Composite license) would be an advantage
• - Good command of spoken English and Hindi. Fluency in other regional languages (Marathi, Bengali, Tamil, Telugu etc.) would be an advantage.

About DBS

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