Senior Associate, Treasures Bancassurance Specialist, Consumer Banking Group

As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realize their dreams and ambitions. As a market leader in the consumer banking business, DBS offers a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards, and personal loans, tailored to meet customer needs at every life stage. Our financial solutions are not only the best in the business but are also customized just for you. The role of an Insurance Counselor is crucial in driving the local insurance business for the Bancassurance segment, ensuring the achievement of insurance revenue targets for the allocated branch or cluster. Responsibilities include achieving monthly and annual sales targets, implementing insurance strategies, conducting training sessions for the sales team, identifying prospects, and promoting insurance products to existing clients. The Insurance Counselor plays a key role in enhancing customer service, maintaining persistency, and ensuring regulatory compliance. Key responsibilities of the Insurance Counselor also involve facilitating IRDA certification for staff, conducting product and KYC/AML training, identifying new business opportunities, managing customer issues, and staying updated on market trends. The role requires a deep understanding of financial planning, wealth management products, and the local market landscape. Compliance with internal processes, competitor analysis, and promoting a culture of continuous learning and development are integral to the role. The ideal candidate for this position should have a minimum of 10 years of experience in HNI Sales, Wealth Management, or Private Banking, with certifications in AMFI, IRDAI, FEDAI, and BCSBI being advantageous. A graduate or post-graduate degree, along with an MBA in a relevant field, is preferred. DBS India values performance, customer focus, integrity, and continuous improvement, and the Insurance Counselor is expected to embody these cultural behaviors in their daily operations. In summary, the Insurance Counselor at DBS plays a pivotal role in driving insurance sales, ensuring customer satisfaction, and maintaining regulatory compliance. The position requires a seasoned professional with a strong background in sales and wealth management, who is dedicated to delivering exceptional service and contributing to the growth and success of the Bancassurance business at DBS.,