Locations: Mumbai, Chennai, Delhi NCR, Bangalore

Summary

The Treasures Acquisition Manager will deliver acquisition of qualified New to Bank (NTB) DBS Treasures clients through need-based approach and will closely work with Treasures Team Lead and Treasure Relationship Managers.

Key Accountabilities

Conduct Events and activities to enable lead generation to assist NTB acquisition
Work on the internal potential customer base of other business units for acquisition
Implement needs-based strategy to attract New to Bank (NTB) Treasures clients in the assigned location/areas and actively engage them in new business opportunities.
Drive incremental NNM, along with the mapped Relationship manager, leveraging CA/SA/TD Growth and revenue by cross selling Insurance, FX and Investments products
Ensure activation of e-Channels (I-Banking / M-Banking/ Online MF/Debit Card) and Savings Book growth
Drive Cross Sell and PPC
Ensure internal and regulatory compliance through strict adherence to DBS sales process, timely risk reviews and exercising due diligence while onboarding
Ensure strict adherence to product and sales policies, procedures, and regulatory guidelines always established by the Bank and relevant authorities

Responsibilities

NTB Acquisition – Acquire New-To-Bank (NTB) acquisition of Treasures accounts with funded balances
Drive incremental NNM, along with the mapped Relationship manager, leveraging CA/SA/TD Growth and revenue by cross selling Insurance, FX and Investments products
Strategic Focus (Referral): generate referrals for strategic products such as Mortgages, Credit Cards sourcing, etc.
Ensure internal and regulatory compliance and address operational risks if any
To exercise appropriate due diligence while on boarding and engaging with clients

Qualifications

Graduate / Postgraduate with MBA
2-4 years of experience in acquisition of NTB customers, client acquisition experience in banking / Premium Banking is an added advantage
Strong relationship management and influencing skills
Self-driven, ambitious and results-orientated
Eloquent verbal communication skills with impeccable writing skills
In-depth knowledge of local market and competition
Sound understanding of financial planning and wealth management products in India
AMFI / IRDAI / FEDAI certified candidates with BCSBI certification would be an added advantage

Analyst/ Senior Officer, Treasures Acquisition Manager