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 ne

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