CASA Personal Banker DBIL

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-Maharashtra-Kalyani Nagar

Job

Relationship Management

Schedule

Regular

Job Type

Full-time

Job Posting

Apr 25, 2024, 8:35:02 AM

Full time