Assistant Officer, Personal Banker, Consumer Banking Group

3 - 7 years

0 Lacs

Posted:1 day ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

As a Portfolio Manager in the Consumer Banking Group at DBS, your primary responsibility will be to manage and maintain a portfolio of CASA (Current Account and Savings Account) clients. You will play a crucial role in ensuring high customer satisfaction and retention by providing personalized financial solutions and advice tailored to meet each client's specific needs and goals. Additionally, you will be responsible for identifying cross-selling and up-selling opportunities to grow the CASA business. - Manage and maintain a portfolio of CASA clients, focusing on high customer satisfaction and retention - Identify and capitalize on cross-selling and up-selling opportunities to grow the CASA business - Provide personalized financial solutions and advice to clients, addressing their specific needs and goals - Collaborate with other teams within the Consumer Banking Group to deliver a seamless and integrated customer experience - Actively participate in client acquisition activities to expand the CASA client base - Maintain accurate and up-to-date client records to ensure compliance with internal policies and regulatory requirements - Monitor market trends and competitor activities to identify opportunities for product and service enhancements - Contribute to the development and implementation of strategies to improve the CASA business performance - Minimum 3 years of experience in a similar role within the banking or financial services industry - Strong interpersonal and communication skills to build and maintain effective client relationships - Proficiency in data analysis and financial modeling to provide data-driven insights and recommendations - Excellent problem-solving and decision-making skills with a critical and strategic thinking approach - Demonstrated track record of achieving sales targets and exceeding customer expectations - Ability to work collaboratively within a team and across different departments - Commitment to continuous learning and professional development,

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DBS Bank logo
DBS Bank

Banking and Financial Services

Singapore

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