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DBS Bank
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Senior Associate

Senior Associate

DBS Bank

5 - 7 years

14 - 19 Lacs

pune

Posted:-1 days ago| Platform:

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Skills Required

retail banking customer service team handling investment kpo financial services retail broking phone banking marketing operations people management skills team leading wealth management acquisition financial markets communication skills

Work Mode

Work from Office

Job Type

Full Time

Job Description

Drive acquisition of quality Treasures, Mass Market and emerging affluent profile clients through online and digital acquisition channels while partnering with existing and new DBS branches.
Ensuring effective coverage and engagement of the team with clients to retain and developing sustainable relationships while increasing wallet share to upgrade the client segments in the Wealth continuum.
Working closely with digi Bank Retail Banking team, Corporate Employee Preposition (CEP), Small & Medium Enterprises (SME) and other segments for the VRM vertical to acquire clients, entrench client relationships and increase combined AUM with the Bank to upgrade clients to Treasures,
Help the team identify customer financial and other banking needs and coordinate with respective Product / Wealth Specialists across Cluster locations to facilitate transactions wherever felt appropriate.
Accountable for achieving monthly & annual Acquisition, Liability Book and Fee Income targets for the vertical.
Monitor the call flow, call volumes and the quality of conversations for effective engagement.
Ensure timely updation of lead / customer engagements in the CRM system.
Aid the team of VRMs in their problem areas such as objection handling, product features , product positioning , need analysis , probing , listening etc.
Identify training gaps for the team and communicate the same to the Head -VRM and CBG Head -Wealth Management for timely training interventions

Job Duties & Responsibilities:

Manage the team of VRMs for ensuring achievement of business and customer satisfaction objectives.
To ensure effective and efficient on-boarding, client coverage and client economics of the team members
Ensure timely investment and insurance portfolio reviews by VRMs partnering with Investment / Insurance / Wealth specialists in Cluster locations.
Establish relationships with key acquiring channels such as SME / CEP/IBG/ DBS Experience Centres or business influencers for partnering in hand holding DBS India clients in the Wealth Continuum.
Ensure service delivery of these clients 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.
Monitor and review business performance and apply intervention strategies to ensure achievement and sustenance of business growth
Ensure each VRM maintains and updates the CRM on the status of the leads and clients

Requirements:

5-7 years in Wealth/ Retail Banking / Phone Banking / KPO/Customer Service / Operations with 3-4 years of team handling experience.
Exposure and Experience of Banking / Broking /Financial services would be desirable

Education / Preferred Qualifications:

MBA/Postgraduate in the relevant field

Core Competencies

Selling and team influencing skills to grow customer numbers and customer product uptake
People Management
Excellent Communication Skills
Drive for Action
Execution ability to effectively to grow customer wallet share

Technical Competencies:

Understanding of regulatory guidelines on banking policies issued by RBI (local regulations in India) and local laws and regulations that impact businesses in general.
Understanding of KYC requirements & Anti-money Laundering Policies are critical.
Knowledge of financial markets and products to assist in meaningful engagement with clients
Team management experience
Market and Competitive Knowledge
Good understanding of marketing and communication principles and the ability to apply them.

Work Relationship:

Management of VRM teams, ensuring remote coverage and engagement of customers along with team for support.
Close interaction with Channels / Segments and Wealth Specialists across Clusters to ensure consistent delivery of service and business objectives.
Close interaction with Product / Platform teams to ensure appropriate training interventions for the team.
Effective organizer and ability to execute complex simultaneous tasks #HerDBS.

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DBS Bank

Banking and Financial Services

Singapore

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