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88 DBS Bank Jobs
Senior Associate, Affluent Relationship Manager
4-8 years
Chennai
1 vacancy
Senior Associate, Affluent Relationship Manager
DBS Bank
posted 1mon ago
Job Role Insights
Flexible timing
Key skills for the job
Job Description
- 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
- 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.
- 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.
- 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
- Graduate / Post Graduate with MBA
- Strong Relationship Management and influencing skills
- Self-driven and ambitious
- Good written and verbal communication skills
- Results-orientated the ability to deliver results
- Sales and Business Development Skills
- Networking and Relationship Management
- Financial Acumen
- Due Diligence
- 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
- 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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