Personal Banker CASA - (WD63967)
Job Purpose
- To acquire CASA, Salary accounts and cross sell multiple banking products.
Key Responsibilities
- The key accountability of the role 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 and 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
Reporting To
- Regional Sales Manager/ Area Sales Manager/ Branch Manager
Required Experience
- 1 - 2years of relevant experience
Education / Preferred Qualifications
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 Experience and Competencies
- Banking knowledge
- Computer Skills and digital knowledge
- Good network in the market
Technical Competencies
Work Relationship
- Team Player
- Self-Motivated
DBS India - Culture & Behaviors
DBS is committed to building a culture where all employees are valued, respected and their opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working, and opportunities to grow within an inclusive and diverse environment. Expected value driven behaviors are:
- Ensure Customer Focus by Delighting Customers & Reduce Complaints
- Build Pride and Passion to Protect, Maintain and Enhance DBS’ Reputation
- Enhance Self Knowledge, Skills and develop Competencies aimed at continuous improvement
- Maintain the Highest Standards of Honesty and Integrity
Primary Location
: India-Punjab-Ludhiana
Job
: Relationship Management
Schedule
: Regular
Employee Status
:
Full-time
:
Job Posting
: Apr 18, 2024, 9:35:42 AM
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