- To deliver exceptional volume and revenue performance with a primary focus on acquiring new-to-bank (NTB) DBS clients having an AUM INR 1 million through a need-based approach, while also engaging and growing existing clients.
- To drive sustained acquisition momentum through active sourcing, local market penetration, and network building, and ensure client coverage and product penetration via cross-sell and up-sell of DBS products and services.
- To manage & maintain the highest customer satisfaction and service levels through proactive client engagement & relationship management, coordinating internally with DBS Service, Distribution, and Product teams.
Key Accountabilities
- Primary ownership of NTB acquisition: Consistently acquire and upgrade quality clients in the branch catchment with a strong focus on sourcing new affluent clients into the Treasures segment.
- Build and execute a robust acquisition pipeline through self-sourcing, referrals, branch walk-ins, local area prospecting, corporate and community engagement.
- Engage with existing customers to deepen the wallet share through retention and growth of AUM.
- Accountable for achieving monthly & annual volume and revenue objective, as agreed.
- Ensure activation of e-Channels (I-Banking / M-Banking/ Online MF/Debit Card) and Savings Book growth for both newly acquired and existing clients.
- Ensure proper implementation & execution of product strategies through effective relationship management.
- Develop the client trust and loyalty for entrenched relationship with DBS through lifestyle and beyond banking propositions
- Ensure optimum product mix and recent- to- product clients aimed at customer level profitability and enhancing client coverage.
- Drive and deliver exemplary customer service in the local market and uphold DBS service standards.
- Ensure internal and regulatory compliance through strict adherence to DBS sales process, timely risk reviews and exercising due diligence while on-boarding.
- Ensure exemplary service delivery of these clients by building appropriate workflows and processes incl. doorstep banking etc.
- Establish DBS as the primary banker for newly acquired clients and strengthen its position as a prominent banking provider through consistent acquisition and superior service delivery.
Preferred candidate profile
Required Experience
- Minimum 2 years of experience in a reputed bank and proficient in banking products.
Education / Preferred Qualifications
- Preferably MBA (not mandatory)
- Mandatory - Graduate (10+2+3 years of education)
- AMFI / IRDAI / FEDAI certified candidates with BCSBI certification would be an added advantage
📌 Walk-in || Branch Relationship Manager (Salem)
🏢 DBS Bank
📍 Salem
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