DBS Bank has been present in India for 30 years, opening its first office in Mumbai in 1994. DBS Bank India Limited is the first among the large foreign banks in India to start operating as a wholly owned, locally incorporated subsidiary of a leading global bank. As a trusted partner, DBS provides a range of banking services for large, medium, and small enterprises and individual consumers in India, focusing on a seamless customer experience that helps them ‘Live more, Bank less’. In November 2020, Lakshmi Vilas Bank was merged with DBS Bank India Limited. DBS Bank India is now present in ~350 locations in 19 Indian states.
Position Title
Personal Bankers - CASA
Department
CBG - NDS
Rank
Assistant Officer
Reports To
Branch Manager
Job Purpose
To acquire CASA, Salary accounts and cross sell multiple banking products.
Key Accountabilities
The key accountability of the Personal Banker is to acquire current clients around the branch
catchment area, build relationships, 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
Activate Accounts opened, UPI Linkage, M0 Balance, Savings balance and increase wallet share of our banking products include Insurance, Mortgages, UL, SIP, MF etc. & manage the portfolio.
Participate in corporate induction and migration events around the catchment area
Build solid relationships with internal teams to leverage existing relationships from SME
Conduct low-cost micro marketing activities around catchment areas for lead generations
Required Experience
Min 6 months - 1 year of relevant experience in a bank and proficient in banking products
Education / Preferred Qualifications
Graduate (10+2+3 years of education)
IRDA & AMFI certification is preferred