5 years
7 Lacs
                                Posted:3 days ago|
                                Platform:
                                
                                
                                
                                
                                
                                
                                
                                
                                
                                
                                
                                
                                
                                
                                
                                
                                
                                
                                
                                
                                
                            
On-site
Part Time
Job Purpose
To deliver exceptional volume and revenue performance by acquiring and engaging
with Bank clients having an AUM INR 1 million through “need-based approach”
and ensure client coverage and product penetration through cross-sell and up-sell
of Bank products and services.
To manage & maintain the highest customer satisfaction and service levels through
pro-active client engagement & relationship management, coordinating internally
with Bank Service and Distribution and Product team
Key Accountabilities
Acquire and upgrade quality clients in the branch location areas to Treasures
segment.
Engage with existing customers to deepen the wallet share through retention and
growth of AUM.
Accountable for achieving monthly & annual volume and revenue objective, as
agreed.
Ensure activation of e-Channels (I-Banking / M-Banking/ Online MF/Debit Card)
and Savings Book growth
Ensure proper implementation & execution of product strategies through effective
relationship management.
Develop the client trust and loyalty for entrenched relationship with DBS through
lifestyle and beyond banking propositions
Ensure optimum product mix and new- to- product clients aimed at customer
level profitability and enhancing client coverage.
Drive and deliver exemplary customer service in the local market and uphold Bank
service standards.
Ensure internal and regulatory compliance through strict adherence to Bank sales
process, timely risk reviews and exercising due diligence while on-boarding.
Ensure exemplary service delivery of these clients by building appropriate
workflows and processes incl. doorstep banking etc.
Job Duties & responsibilities
Establish, manage and grow the AUM of mapped Client segment by acquiring and
nurturing the client having AUM INR 1 M
Ensure complete knowledge of all products & services through continuous skill and
knowledge improvement.
Resolve customer queries and complaints within the agreed TAT as per the Bank
customer service policy.
Coordinate and work closely with CBG colleagues, Service teams, Product specialist
to ensure that team objectives are met through an environment that nurtures
harmony and collaboration through teamwork
Work closely with the Line Manager and City / Cluster Head to ensure
achievement of common team and Branch objectives.
Ensure internal and regulatory compliance and address operational risks if any, e.g.
Health & Safety standards, security of premises, AML / KYC and ongoing risk
reviews.
To exercise appropriate due diligence while on-boarding and engaging with clients.
As a primary banker for clients and as a prominent banking provider in India.
Required Experience
Minimum 5 years of experience in in a reputed bank and proficient in banking
products.
In-depth knowledge of local market and competition.
AMFI / IRDAI / FEDAI certified candidates with BCSBI certification would be an
added advantage
Education / Preferred Qualifications
Any Graduate
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                    7.8 - 7.8 Lacs P.A.
7.8 - 7.8 Lacs P.A.