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Tier-1 bank, common RM role, metro location and broad skill requirements drive high competition.
Role requires banking domain, KYC/AML, and wealth-product knowledge, making background fit highly sensitive.
Mandatory banking experience and certifications increase filtering, but low years requirement keeps shortlisting moderately strict.
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Drive acquisition of new-to-bank clients with Assets Under Management (AUM) ≥ INR 1 million, focusing on affluent segment and growing client base through cross-selling DBS products.
Manage and grow client relationships to achieve monthly and annual volume and revenue targets, including activation of e-channels and customer retention.
Ensure high customer satisfaction through proactive engagement and compliance with internal and regulatory standards, collaborating with internal teams to uphold service delivery.
Minimum 2 years of experience in a reputed bank with proficiency in banking products.
Mandatory graduate degree (10+2+3 years of education).
Certifications such as AMFI, IRDAI, FEDAI, or BCSBI are advantages but not mandatory.
Knowledge of KYC, Anti-money Laundering policies, RBI banking and para-banking guidelines, and local laws relevant to the role.
Experience in wealth management or HNI sales with deep knowledge of local market and competitive positioning.
Strong relationship management skills demonstrated by managing acquisition and growth of affluent clients.
Ability to coordinate across multiple internal teams (Branch Manager, Product Specialists, Operations) to achieve revenue and service goals under pressure.