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
