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Tier-1 brand, mid-level RM title, and generalist HNI acquisition role drive high applicant competition.
Requires prior banking and HNI relationship experience, limiting cross-industry transferability.
Explicit 2-year banking experience plus mandatory KYC/AML and product knowledge creates moderate strictness.
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Own acquisition and growth of new and existing clients with Assets Under Management (AUM) ≥ INR 1 million, focusing on cross-selling and up-selling DBS products.
Build and execute a robust client acquisition pipeline through self-sourcing, referrals, local market penetration, and community engagement to meet monthly and annual volume and revenue targets.
Ensure high customer satisfaction and regulatory compliance via proactive relationship management, internal coordination, and strict adherence to onboarding and risk review processes.
Minimum 2 years of experience in a reputed bank with proficiency in banking products.
Mandatory Graduate degree (10+2+3 years education).
Certifications like AMFI, IRDAI, FEDAI with BCSBI certification are advantageous but not mandatory.
Knowledge of KYC, Anti-Money Laundering policies, RBI banking and para-banking guidelines, and local Indian regulations.
Experience in HNI sales or wealth management with a strong understanding of banking and financial products for meaningful client engagement.
Demonstrated ability to achieve volume and revenue targets through proactive sourcing and client relationship management in competitive local markets.
Skilled in collaboration with branch and product teams to ensure effective service delivery, compliance, and client wallet growth.