CASA Personal Banker - (WD63789)
Job Purpose
- To acquire CASA, Salary accounts and cross sell multiple banking products.
Key Accountabilities
- The key accountability of the Sales Officer is to acquire new clients around the branch catchment area, build relationship, build Liability Book & generate revenue through cross sell of various banking products
Job Duties & responsibilities
- Acquiring new accounts (Current and Savings) from branch catchment area •Quality sourcing of salary accounts from corporates
- Activate Accounts opened, UPI Linkage, M0 Balance, Savings balance and increase wallet share of our banking products includes Insurance, Mortgages, UL, SIP, MF etc & manage the portfolio.
- Participate in corporate induction and migration events around the catchment area
- Build strong relationship with internal teams to leverage existing relationships from SME
- Conduct low-cost micro marketing activities around catchment areas for lead generations
Required Experience
- 1 - 2years of relevant experience
Education / Preferred Qualifications
- Graduation/Post Graduation
Core Competencies
- Sales & Networking Skills
- Good Communication & Listening Skills
- Goal / Target oriented
- IRDA & AMFI certification is preferred. This is a must post joining.
- Excellent verbal and written communication skills
Technical Competencies
- Banking Knowledge
- Computer Skills & Digital Knowledge
- Good Network in the Market
Work Relationship
- Management of clients and prospects for acquisition and deepening of wallet share.
- Close interaction with Treasures Elite Team Leader, City / Cluster Head, Branch Service and Operations team to ensure consistent delivery of volume and revenue targets.
- Close and regular interaction with Branch Product specialists for effective skill / knowledge development of self and explore potential in existing book through joint engagement with clients.
DBS India - Culture & Behaviors
- Performance through Value Based Propositions
- Ensure customer focus by delighting customers & reduce complaints
- Build pride and passion to protect, maintain and enhance DBS’ image and reputation
- Enhance knowledge base, build skill sets & develop competencies
- Execute at speed while maintaining error free operations
- Maintain the highest standards of honesty and integrity
Primary Location
: India-Tamil Nadu-Madurai Main
Job
: Relationship Management
Schedule
: Regular
Employee Status
:
Full-time
:
Job Posting
: Apr 15, 2024, 7:55:07 AM
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