DBS Bank India | Vice President, Treasures Private Client Team Lead, Consumer Banking Group

Key accountabilities

• DBS Bank India Limited is the first among the large foreign banks in India to operate as a wholly owned, locally incorporated subsidiary of a leading global bank.
• As a trusted partner, DBS provides a comprehensive range of banking services for large, medium, and small enterprises, as well as individual consumers, focusing on seamless customer experiences that help customers “Live more, Bank less.”
• As a market leader in consumer banking, DBS offers a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards, and personal loans, helping customers achieve their financial aspirations at every life stage.
• The role requires an experienced wealth management professional with strong leadership capabilities, a proven track record in business development, and the ability to drive both individual and team performance.
• Drive acquisition and deepening of Ultra-HNI and HNI client relationships with Total Relationship Value (TRV) of INR 6 Cr and above.
• Ensure effective implementation and execution of relationship management and investment advisory strategies.
• Maintain an optimal product mix across investments, insurance, deposits, and lending solutions.
• Monitor business performance and ensure achievement of customer experience, sales growth, revenue, employee engagement, and risk management objectives.
• Drive a balanced strategy between New-to-Bank client acquisition and wallet share expansion of existing clients.
• Build, develop, and lead a high-performing team through coaching, mentoring, and performance management.
• Drive service excellence through implementation of customer-centric service standards aligned to DBS benchmarks.
• Ensure strict compliance with regulatory requirements, internal controls, and operational risk standards.
• Lead the team in identifying, acquiring, and onboarding new wealth clients while strengthening existing relationships.
• Ensure complete understanding of all wealth management products, services, and market developments.
• Provide market intelligence, competitor insights, and recommendations for product and service enhancements.
• Drive business development initiatives and build strong relationships with key clients and local market influencers.
• Lead, motivate, and manage team performance through coaching, development planning, and succession management.
• Ensure timely resolution of customer complaints, acting as an escalation point when required.
• Support product specialists and sales teams in promoting wealth and corporate banking solutions.
• Ensure adherence to KYC, AML, compliance, and operational risk management requirements.
• Facilitate the distribution of investment and insurance products, ensuring suitability based on client risk profiles and financial objectives.
• Lead and manage a team of Treasures Private Client Relationship Managers.
• Collaborate closely with Branch teams, Product Specialists, Operations, and Service teams.
• Work with Research and Advisory teams to deliver comprehensive wealth management solutions.
• Develop strong relationships with external partners, distributors, and key market influencers.

Requirements

• Minimum 15 years of experience in HNI Sales, Wealth Management, or Private Banking.
• Proven experience managing an investment book of at least INR 200 Cr.
• Minimum 2–3 years of leadership or team management experience.
• Strong network within corporate promoter groups, family offices, distributors, and affluent client segments.
• Demonstrated ability to acquire and manage large wealth relationships.
• Sound understanding of financial planning, investment products, insurance, and wealth management solutions.
• Strong knowledge of market trends, competition, and wealth advisory practices.
• AMFI and/or IRDA certification preferred.
• Strong leadership and people management skills.
• Relationship building and stakeholder management expertise.
• Excellent communication and influencing skills.
• Strong customer orientation and service excellence mindset.
• Results-driven with the ability to perform under pressure.
• Sound business acumen and strategic thinking capabilities.
• High levels of self-motivation, ownership, and accountability.
• Strong attention to detail and analytical ability.
• Strong understanding of wealth management, investment products, insurance solutions, and banking products.
• Knowledge of financial markets and portfolio management concepts.
• Understanding of RBI regulations, banking policies, KYC requirements, and Anti-Money Laundering guidelines.
• Familiarity with banking technology platforms and operational procedures.
• Continuously enhance knowledge, skills, and competencies.

DBS Bank India

DBS Bank India Limited is the Indian arm of DBS Group of Singapore, one of Asia's largest banks. DBS opened its first Indian office in Mumbai in 1994 and was among the first large foreign banks to operate in India as a wholly owned, locally incorporated subsidiary. After the amalgamation of Lakshmi Vilas Bank in November 2020, it serves customers through branches in around 19 states.

For finance professionals, DBS hires across consumer banking, institutional banking, treasury and markets, finance and controllership, risk, internal audit and compliance. CA, CFA and MBA (Finance) profiles suit its credit analysis, relationship management, regulatory reporting and audit roles.

• Industry: Banking
• Headquarters: Mumbai, India (parent: DBS Group, Singapore)
• In India: Branches across around 19 states, with large technology and operations hubs in Hyderabad and Chennai