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CASA Personal Banker

DBS Bank


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1-2 Years
2 months ago
54 Viewed
1 Applied

Job Description

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-Tamil Nadu-Ambattur-eLVB


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Job Posting

Apr 15, 2024, 11:33:28 PM

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Last Updated: 29-05-2024 02:26:12 AM
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