Assistant Officer

DBS Bank

2 - 6 years

4 - 8 Lacs

pune

Posted:6 hours ago| Platform:

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Skills Required

relationship management customer acquisition bengali administration manager internal audit manager quality assurance penetration wealth management operations marketing strategy

Work Mode

Work from Office

Job Type

Full Time

Job Description

Ensure effective and efficient on-boarding, client coverage and client economics.
Coordinate and drive timely investment and insurance portfolio reviews partnering with Investment / Insurance / Wealth specialists in Cluster locations.
Establish relationships with the client s basis opportunities identified by key acquiring channels such as SME / CEP/IBG/ DBS Experience Centers or influencers for on-boarding the clients and ensure qualification as Treasures basis the stipulated criteria.
Ensure service delivery by ensuring appropriate workflows and processes including digital on-boarding, upgrades, Scan / E-mail based wealth transactions, doorstep banking services, digital and remote account maintenance (Re-KYC / Risk Reviews) etc.
Work closely with Cluster locations, Operations and other stakeholders to ensure that customer instructions are executed correctly and in a timely manner
Improving customer experience by collating customer feedback, identifying areas to improve such as operational, administrative, processes and competitiveness of products and services
Maintaining an awareness of relevant products and services available so as to provide the best solutions for clients as per their identified needs and aspirations
Supporting process and product improvement initiatives, providing customer feedback on service and product offering and ensuring compliance with internal audit and regulatory requirements and quality assurance
Adhere to DBS India and Group standards on code of conduct and controls in line with bank values and expectations

Requirements

Servicing high net worth clients at a financial institution / KPO
While technical competence is not essential, ability to handle client requests via e-channels and versatility with digital tools would be beneficial.
Good knowledge of wealth management products, both investment and insurance
Customer oriented and able to capture customer financial needs
Holder of relevant insurance, investment certification requirements (AMFI / IRDAI Composite license) would be an advantage
Good command of spoken English and Hindi. Fluency in other regional languages (Marathi, Bengali, Tamil, Telugu etc.) would be an advantage.

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