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DBS Bank
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122 DBS Bank Jobs
Senior Associate, Affluent Relationship Manager
4-8 years
Chennai
1 vacancy
Senior Associate, Affluent Relationship Manager
DBS Bank
posted 6d ago
Job Role Insights
Flexible timing
Key skills for the job
Job Description
Job Purpose
- To deliver acquisition of qualified New to Bank (NTB) DBS Treasures clients through need-based approach and revenue performance by leverage product penetration opportunities through cross-sell of DBS products and services.
- To manage maintain the highest customer satisfaction and service levels through pro-active client engagement relationship management, coordinating internally with DBS Service and Distribution and Product team
Key Accountabilities
- Conduct Events and activities to enable lead generation to assist NTB acquisition
- Implement needs-based strategy to attract New to Bank (NTB) Treasures clients in the assigned location/areas and actively engage them in new business opportunities.
- Drive incremental NNM leveraging CA/SA/TD Growth and revenue by cross selling Insurance, FX and Investments products.
- Ensure activation of e-Channels (I-Banking / M-Banking/ Online MF/Debit Card) and Savings Book growth
- Drive Cross Sell and PPC
- Drive and deliver exemplary customer service and uphold DBS service standards.
- Ensure internal and regulatory compliance through strict adherence to DBS sales process, timely risk reviews and exercising due diligence while on-boarding
- Embrace digital banking solutions and technological advancements to deliver highly efficient, swift, and precise services to customers.
- Ensure strict adherence to product and sales policies, procedures, and regulatory guidelines always established by the Bank and relevant authorities.
Job Duties responsibilities
- NTB Acquisition Acquire New-To-Bank (NTB) acquisition of CASA accounts with funded balances (TRV basis Gold, Silver, Bronze)
- CASA Avg. Bal/TD Net Growth Generate net growth in average balance for current account/savings account (CA/SA) and Term Deposits (TD).
- Revenue: Generate new sales revenue from Insurance, Foreign Exchange (FX), and incremental CASA Net Interest Income (NII) up to M3 (month 3).
- Strategic Focus (Referral): generate referrals for strategic products such as Mortgages, Credit Cards sourcing, etc.
- Ensure internal and regulatory compliance and address operational risks if any
- To exercise appropriate due diligence while on-boarding and engaging with clients.
Required Experience
- Minimum 4 years of experience in acquisition of NTB customers in Premium Banking/ Wealth category
- Sound understanding of financial planning and wealth management products in India
- In-depth knowledge of local market and competition
- AMFI / IRDAI / FEDAI certified candidates with BCSBI certification would be an added advantage
Education / Preferred Qualifications
- Graduate / Post Graduate with MBA
Core Competencies
- Strong Relationship Management and influencing skills
- Self-driven and ambitious
- Good written and verbal communication skills
- Results-orientated the ability to deliver results
Technical Competencies
- Sales and Business Development Skills
- Networking and Relationship Management
- Financial Acumen
- Due Diligence
Work Relationship
- Management of clients and prospects for acquisition and deepening of wallet share.
- Close interaction with Team Leader, City / Cluster Head, Treasure Service and Operations team to ensure consistent delivery of volume and revenue targets
- Close and regular interaction with Investment, Insurance and Forex Product specialists for effective to explore potential in existing book through joint engagement with clients
Mandatory Training
- GCAP (Group Customer Acceptance Policy)
- BCAP (Business Customer Acceptance Policy)
- AML (Anti Money Laundering) and KYC Guidelines
- PIP (Personal Investment Policy)
- ORM (Operational Risk Management)
- Information Security Policy
Employment Type: Full Time, Permanent
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What people at DBS Bank are saying
Affluent Relationship Manager salary at DBS Bank
reported by
3
employees
₹11.5
L/yr - ₹14.4
L/yr
36%
more
than the average Affluent Relationship Manager Salary in India
View more details
What DBS Bank employees are saying about work life
based on 1.8k employees
Flexible timing
Monday to Friday
No travel
Day Shift
DBS Bank Benefits
View more benefits
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