Role Summary:
Responsible for acquiring, managing, and growing HNI/Treasures clients with AUM of 12 Cr+, driving AUM growth, revenue, product penetration, and long-term relationships through need-based wealth management solutions.
Key Responsibilities:
- Acquire and upgrade HNI/Treasures clients and grow AUM.
- Deepen existing client relationships through cross-sell and up-sell of banking, investment, insurance, and wealth products.
- Achieve monthly and annual business, volume, revenue, and AUM targets.
- Conduct regular portfolio reviews with Wealth, Investment, and Insurance specialists.
- Deliver high-quality customer service and resolve client queries within agreed TAT.
- Ensure compliance with KYC, AML, RBI regulations, and DBS sales processes.
- Develop strong client relationships and position DBS as the primary banking and wealth management partner.
- Conduct client engagement/lifestyle events for acquisition and relationship deepening.
- Work closely with Branch, Product, Service, Operations, and Wealth teams to achieve business objectives.
Candidate Profile:
- 10+ years of experience in HNI Sales, Wealth Management, or Private Banking.
- Strong knowledge of wealth management and financial products.
- Good understanding of the local HNI market and competition.
- Graduate/Postgraduate; MBA preferred.
- Strong relationship management, communication, sales, and influencing skills.
- AMFI/IRDAI/FEDAI certifications are an added advantage.
