Business Function

Corporate and Investment Banking provides corporate customers with a full range of commercial banking products and services, including cash management services, current accounts, time deposits, trade finance, working capital finance, term loans and foreign exchange. Through our continued commitment, DBS has cultivated long-standing relationships with its customers in the region that are based on account relationship management, service differentiation, product development and rigorous credit standards.

Job Purpose

Build a well-diversified portfolio within the IBG 4 segment. The portfolio should provide revenue from diversified sources such as assets, trade, cash, treasury, fees etc. and the portfolio should lead to healthy income with an acceptable risk to the bank.
Relationship Manager is expected to deliver these results in accordance with the lending guidelines prescribed by the bank.

Key Accountabilities

Manage and maintain a portfolio of virtual banking clients, providing personalized financial advisory and investment solutions
Proactively engage with clients to understand their financial goals, risk profiles, and investment preferences
Analyze client portfolios, identify opportunities, and recommend appropriate investment strategies
Collaborate with cross-functional teams to ensure seamless client onboarding and service delivery
Monitor client portfolios and provide timely updates on market trends and performance
Resolve client inquiries and address concerns in a professional and efficient manner
Contribute to the development and implementation of virtual banking initiatives and best practices

Requirements

Minimum 3-5 years of experience in wealth management, investment advisory, or a related field
Strong analytical and problem-solving skills with the ability to interpret financial data and make informed recommendations
Excellent communication and interpersonal skills to effectively engage with clients and cross-functional teams
Proficient in the use of financial analysis tools and portfolio management software
Demonstrated ability to work independently and as part of a team
Commitment to providing exceptional client service and maintaining high levels of customer satisfaction

Education / Preferred Qualifications

Bachelors in finance / Economics/Commerce or MBA or CA

Core Competencies

Excellent Communication & Listening Skills, Good Sales & Negotiation Skills

Technical Competencies

Working Capital Finance Knowledge

Work Relationship

Manager / Direct Report

Apply Now

We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements.

Location:

Mumbai

Job:

Relationship Management

Schedule:

Regular

Employee Status:

Full time

Analyst, Virtual Portfolio Relationship Manager, Credit Program Small, Small Medium Enterprises