Job Description

Job Purpose:

/n

To deliver exceptional volume and revenue performance by acquiring and engaging with DBS Treasures clients having an AUM => INR 20 Million through "need-based approach" and ensure client coverage and product penetration through cross-sell and up-sell of DBS products and services.

/n

To manage & maintain the highest customer satisfaction and service levels through pro-active client engagement & relationship management, coordinating internally with DBS Service and Distribution and Product teams

/n

Key Accountabilities

/n

/n
- Acquire and upgrade quality Treasures clients in the branch location areas
/n
- Engage with existing customers to deepen the wallet share through retention and growth of AUM.
/n
- Accountable for achieving monthly & annual volume and revenue objective, as agreed.
/n
- Ensure activation of e-Channels (I-Banking / M-Banking/ Online MF/Debit Card) and Savings Book growth
/n
- Ensure proper implementation & execution of product strategies through effective relationship management.
/n




- Develop the client trust and loyalty for entrenched relationship with DBS through lifestyle and beyond banking propositions
/n
- Ensure optimum product mix and recent- to- product clients aimed at customer level profitability and enhancing client coverage.
/n
- Drive and deliver exemplary customer service in the local market and uphold DBS service standards.
/n
- Ensure internal and regulatory compliance through strict adherence to DBS sales process, timely risk reviews and exercising due diligence while on-boarding.
/n
- Ensure exemplary service delivery of these clients by building appropriate workflows and processes incl. doorstep banking etc.
/n

/n

Job Duties:

/n

/n
- Establish, manage and grow the AUM of the elite Treasures Client segment by acquiring and nurturing the client having AUM => INR 10 M
/n
- Ensure timely portfolio review by jointly engaging with Wealth / Investment / Insurance specialist with clients.
/n
- Ens

📌 Treasure (Tiruchirappalli)
🏢 Live Connections
📍 Tiruchirappalli