CASA Personal Banker

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

Preferred Qualification And Experience

Graduate/post-graduate

1 - 2years of relevant experience

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

Primary Location

India-Delhi-Karol Bagh-eLVB

Job

Relationship Management

Schedule

Regular

Job Type

Full-time

Job Posting

Apr 24, 2024, 2:46:04 AM

Full time