Verified Job
Accounting - Finance
NRI Portfolio Manager
Accounting - Finance
#302150
Remote / WFH
Job Description
NRI - Portfolio Manager-(WD5088+)
About DBS Bank
DBS is a leading financial services group in Asia with a presence in 18 markets. Headquartered and listed in Singapore, DBS is in the three key Asian axes of growth: Greater China, Southeast Asia and South Asia. Recognized for its global leadership, DBS has been named "World's Best Bank" by Euromoney, "Global Bank of the Year" by The Banker and "Best Bank in the World" by Global Finance. The bank is at the forefront of leveraging digital technology to shape the future of banking, having been named "World's Best Digital Bank" by Euromoney. In addition, DBS has been accorded the "Safest Bank in Asia" award by Global Finance, a leading New York-based financial publication, for 12 consecutive years from 200+ to 2020. For more information, please visit
Underlining its commitment to India, DBS Bank officially announced the launch of its locally incorporated wholly owned subsidiary, DBS Bank India Limited (DBIL) in March 2026. This marked a key milestone for the bank, which has been present in India for 26 years. DBS Bank India Limited is the only large foreign bank in India to start operating as a wholly owned, locally incorporated subsidiary. DBS provides an entire range of banking services for large, medium and small enterprises and to individual consumers in India. In 2016, DBS launched India's first, mobile-only bank – digibank, which now has ~1 million savings accounts. DBS was ranked No 1 in India by Forbes in its 2020 list of the World's Best Banks.
Job Purpose
This role is expected to anchor the DBIL Treasures NRI revenue and drive portfolio objectives of activation, usage, cross sell and retention of clients. Given that NRI proposition is mostly digitised (app based), hence digitally delivering customer engagement metrics is also a critical responsibility of the job holder.
Key Accountabilities
• Drive portfolio revenues through effective inroads in the existing base, and consistently increase activisation of the client towards product penetration. Ensure activation, balance build, digital usage, cross sell, retention and revenue realisation in line with the budget
• Drive the customer engagement charter that deepens relationship, enhances experience and adds to CVP.
• Work with stakeholders that effectively aligns across product teams, regions, support functions to co-create and demonstrate business values.
• Work with the frontline in tracking qualification of newly acquired clients.
• Periodically track portfolio quality and client qualification journey (how fast clients reaching qualification)
Job Duties & responsibilities
• Track and monitor revenue, portfolio health and movement of existing portfolio in line with budget
• Drive penetration and messaging strategy/calendar working closely with product, marketing, analytics, campaign operations
• Regular monitoring and review of campaign outcomes jointly with product, marketing, analytics
• Create and drive the customer engagement strategy for DBS Treasures (NRI) using channels of communication as well as in app solutions to deliver a contextual, personalised and relevant messaging experience
• Ensure a robust strategy is in place to drive portfolio objectives cost effectively
Required Experience
Combination of multiple roles preferred:
• Product / portfolio management
• Campaign management / Stakeholder coordination / communication
• App engagement
• Exposure to analytics
• Strategic Presentations
• Product Knowledge
Education / Preferred Qualifications
MBA
Core Competencies
• Analytical, structured thinking
• Creativity
• Stakeholder management
• Result oriented
Technical Competencies
• Product management
• Digital marketing exposure
• Understanding of Analytics
Work Relationship
Ability to partner with internal team to develop effective and efficient working
DBS India - Culture & Behaviors
• Drive performance through Value Based Propositions
• Build pride and passion to protect, maintain and enhance DBS' image and reputation
• Enhance knowledge base, build skill sets & develop competencies
• Invest in team building & motivation through ideation & innovation
• Execute at speed while maintaining error free operations
• Develop a passion for performance and grow the talent pool
• Maintain the highest standards of honesty and integrity
About DBS Bank
DBS is a leading financial services group in Asia with a presence in 18 markets. Headquartered and listed in Singapore, DBS is in the three key Asian axes of growth: Greater China, Southeast Asia and South Asia. Recognized for its global leadership, DBS has been named "World's Best Bank" by Euromoney, "Global Bank of the Year" by The Banker and "Best Bank in the World" by Global Finance. The bank is at the forefront of leveraging digital technology to shape the future of banking, having been named "World's Best Digital Bank" by Euromoney. In addition, DBS has been accorded the "Safest Bank in Asia" award by Global Finance, a leading New York-based financial publication, for 12 consecutive years from 200+ to 2020. For more information, please visit
Underlining its commitment to India, DBS Bank officially announced the launch of its locally incorporated wholly owned subsidiary, DBS Bank India Limited (DBIL) in March 2026. This marked a key milestone for the bank, which has been present in India for 26 years. DBS Bank India Limited is the only large foreign bank in India to start operating as a wholly owned, locally incorporated subsidiary. DBS provides an entire range of banking services for large, medium and small enterprises and to individual consumers in India. In 2016, DBS launched India's first, mobile-only bank – digibank, which now has ~1 million savings accounts. DBS was ranked No 1 in India by Forbes in its 2020 list of the World's Best Banks.
Job Purpose
This role is expected to anchor the DBIL Treasures NRI revenue and drive portfolio objectives of activation, usage, cross sell and retention of clients. Given that NRI proposition is mostly digitised (app based), hence digitally delivering customer engagement metrics is also a critical responsibility of the job holder.
Key Accountabilities
• Drive portfolio revenues through effective inroads in the existing base, and consistently increase activisation of the client towards product penetration. Ensure activation, balance build, digital usage, cross sell, retention and revenue realisation in line with the budget
• Drive the customer engagement charter that deepens relationship, enhances experience and adds to CVP.
• Work with stakeholders that effectively aligns across product teams, regions, support functions to co-create and demonstrate business values.
• Work with the frontline in tracking qualification of newly acquired clients.
• Periodically track portfolio quality and client qualification journey (how fast clients reaching qualification)
Job Duties & responsibilities
• Track and monitor revenue, portfolio health and movement of existing portfolio in line with budget
• Drive penetration and messaging strategy/calendar working closely with product, marketing, analytics, campaign operations
• Regular monitoring and review of campaign outcomes jointly with product, marketing, analytics
• Create and drive the customer engagement strategy for DBS Treasures (NRI) using channels of communication as well as in app solutions to deliver a contextual, personalised and relevant messaging experience
• Ensure a robust strategy is in place to drive portfolio objectives cost effectively
Required Experience
Combination of multiple roles preferred:
• Product / portfolio management
• Campaign management / Stakeholder coordination / communication
• App engagement
• Exposure to analytics
• Strategic Presentations
• Product Knowledge
Education / Preferred Qualifications
MBA
Core Competencies
• Analytical, structured thinking
• Creativity
• Stakeholder management
• Result oriented
Technical Competencies
• Product management
• Digital marketing exposure
• Understanding of Analytics
Work Relationship
Ability to partner with internal team to develop effective and efficient working
DBS India - Culture & Behaviors
• Drive performance through Value Based Propositions
• Build pride and passion to protect, maintain and enhance DBS' image and reputation
• Enhance knowledge base, build skill sets & develop competencies
• Invest in team building & motivation through ideation & innovation
• Execute at speed while maintaining error free operations
• Develop a passion for performance and grow the talent pool
• Maintain the highest standards of honesty and integrity
