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Personal Banker CASA

Company:
DBS Bank
Location:
Ludhiana, Punjab, India
Posted:
April 10, 2024
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Description:

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

Graduate/post-graduate

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

Good Computer Knowledge

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

Schedule: Full-time

Travel:

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