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DBS Bank
DBS Bank
BankingFinanceFintech
DBS Bank is a Singapore-headquartered financial services group serving customers across 19 Asian markets. Its business spans retail banking, corporate banking and wealth management, supported by digital banking capabilities and an increasing focus on artificial intelligence. DBS also explores financial innovation, including tokenised products, while highlighting responsible banking, sustainability and scam prevention as part of its customer-focused approach. The company operates across banking, finance and fintech and is known for its strong regional presence and industry recognition.
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Virtual Relationship Manager, Consumer Banking (Onsite) - DBS Bank, Pune

Serve DBS India wealth clients through virtual banking, digital onboarding, and portfolio engagement. Improve customer satisfaction, product adoption, and assets under management through relationship-led service.

INIndiaOn-siteFull-timeMiddleSeniorEnglish RequiredHindi RequiredAccount ManagerSales

Description

  • Acquire clients through digital onboarding of assigned leads and develop relationships to support sustained AUM growth
  • Grow the virtual relationship channel as a significant revenue contributor through engagement across multiple channels
  • Optimize product mix, acquire new-to-bank NR customers, and increase wallet share among existing clients
  • Enhance customer satisfaction through prompt engagement and resolution of enquiries
  • Explain product features and functionality while supporting new-client onboarding
  • Promote DBS India’s digital channels for service and value delivery
  • Engage Emerging Affluent and Treasures clients to retain and build lasting relationships
  • Maintain effective onboarding, client coverage, and client economics
  • Coordinate investment and insurance portfolio reviews with Investment, Insurance, and Wealth specialists
  • Develop client relationships from opportunities generated by SME, CEP, IBG, DBS Experience Centers, and influencers
  • Deliver digital onboarding, upgrades, scan- and email-based wealth transactions, doorstep banking, and remote account maintenance
  • Coordinate with Cluster locations, Operations, and other stakeholders to process customer instructions accurately and promptly
  • Gather customer feedback and identify operational, administrative, process, and product enhancements
  • Stay informed about relevant products and services to recommend suitable client solutions
  • Support process and product improvement initiatives and provide feedback on product offerings
  • Meet internal audit, regulatory, quality assurance, code of conduct, and control requirements
  • Provide remote customer coverage and engagement with support from Branch teams
  • Partner closely with Channels, Segments, and Clusters to achieve service and business objectives

Requirements

  • Experience serving high-net-worth clients at a financial institution or KPO
  • Ability to manage client requests through electronic channels; confidence with digital tools is beneficial
  • Strong knowledge of wealth management products, including investments and insurance
  • Customer-focused approach with the ability to identify financial needs
  • Insurance and investment certifications such as AMFI or an IRDAI Composite license are advantageous
  • Strong spoken English and Hindi skills
  • Regional-language fluency in Marathi, Bengali, Tamil, or Telugu is advantageous
  • University education, preferably in finance, business, or a related field
  • Postgraduate qualification in marketing, finance, or banking is desirable
  • Demonstrated sales ability and skill in influencing teams
  • People management capability
  • Strong communication skills
  • Ability to operate effectively in an ambiguous environment
  • Strong understanding of the bank’s strategy and the ability to execute it to grow customer wallet share
  • Track record of implementing sales or marketing strategies that delivered business growth
  • Ability to meet internal audit, regulatory, code of conduct, and control requirements

Benefits

  • Ongoing professional development
  • Flexible working arrangements
  • Career growth opportunities in an inclusive and diverse environment

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