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-Pudukottai
Job
Relationship Management
Schedule
Regular
Job Type
Full-time
Job Posting
Apr 2, 2024, 5:13:15 PM

CASA Personal Banker