Officer, Global Indian Client Acquisition Specialist, Consumer Banking Group (Pune)

Officer, Global Indian Client Acquisition Specialist, Consumer Banking Group (Pune)

10 Aug
|
DBS Bank
|
Pune

10 Aug

DBS Bank

Pune

Job Purpose
The Global Indian Client Acquisition Specialist is responsible for acquiring Global Indian clients through digital channels, understanding their financial needs, effectively communicating DBS India's value proposition, and directing them to the most suitable internal teams for further engagement. This role is crucial for achieving acquisition targets and ensuring compliance with regulatory and internal guidelines.

Key Requirements
- Client Acquisition & Sales Targets:
- Achieve monthly and annual client acquisition targets from Global Indian leads and through natural market sourcing.
- Customer Profiling & Needs Analysis:
- Conduct thorough profiling of customers to understand their background and financial requirements.
- DBS India Proposition Expertise:
- Provide detailed and accurate explanations of the DBS India Proposition to prospective clients.
- Client Segmentation & Referral:
- Acquire clients of the desired profile and appropriately segregate and forward interested prospects to the relevant teams, such as TRM (Treasures Relationship Manager),



VRM (Virtual Relationship Manager), and Branches.
- Compliance & Due Diligence:
- Ensure strict adherence to DBS sales processes and internal and regulatory compliance.
- Maintain transparent disclosure of DBS proposition contents and exercise due diligence during client profiling.
- Client Engagement & Service Level Agreements (SLAs):
- Connect with clients within the agreed-upon Turnaround Time (TAT).
- CRM Management:
- Accurately fill Client Connect/CRM with correct dispositions and detailed remarks for all client interactions.
- Customer Satisfaction:
- Drive and deliver a radical improvement in customer satisfaction scores through timely engagement and redressal of client enquiries.
- Ensure highest levels of customer satisfaction.
- Product Knowledge and Solutions:
- Maintain awareness of relevant products and services to provide the best solutions for clients based on their identified needs and as

📌 Officer, Global Indian Client Acquisition Specialist, Consumer Banking Group (Pune)
🏢 DBS Bank
📍 Pune

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