Job Duties & Responsibilities
• Core responsibility of DBS Insurance Counselor is to ensure alignment of self and Insurer ICs on the execution key levers as per Banca strategy at DBS Bank.
• Demonstrate the inputs at the Branch with an average of minimum of 3 insurance calls per day for the month.
• Facilitate IRDA certification of recent joinees within 3 months of their joining DBS and track for timely renewal of certificates.
• Facilitate product & KYC/AML training for new joinees within 1 month of their joining DBS.
• Initiates identification and development of new business segments and geographical areas to generate business opportunities
• Manage customer’s issues on service or insurance needs. Escalate to Banca team if required.
• Ensure training & briefing on all product launches & upgrades at the Branch.
• Keep attuned to the current economic and financial markets so as to be current and proficient in attending to customers’ queries and update Front line sales on the same.




• Facilitate TRM activation through the referral of On-line insurance products of the insurer to enable mindshare of TRMs.
• Ensure internal & regulatory compliance and adherence to internal DBS Sales process.
• Track and review insurance penetration of client base for RM by identifying prospects from base and cross selling to existing DBS clients.
• Facilitate customer segmentation for insurance products and help in specific sales pitches to respective segments through the Tablet application developed by the insurer.
• Ensure follow up for renewal premiums to increase persistency and subsequent renewal revenues.
• Undertake frequent competitor analysis so that DBS product suite is in line with (or ahead of) competing banks / insurers. These updates to be shared with front line team and Banca team at regular intervals.

Requirements:
• Experience in Retail banca sales, HNI Sales, Wealth Management and Private Banking segment.
• Sound understanding of financial planning and wealth management p

📌 Senior Associate, Treasures Bancassurance Specialist, Consumer Banking Group (Gurugram)
🏢 DBS Bank
📍 Gurugram