Analyst/ Senior Officer, Treasures Acquisition Manager
DBS Bank
Job Description
Locations: Mumbai, Chennai, Delhi NCR, Bangalore Summary The Treasures Acquisition Manager will deliver acquisition of “qualified” New to Bank (NTB) DBS Treasures clients through “need-based approach” and will closely work with Treasures Team Lead and Treasure Relationship Managers. Key Accountabilities Conduct Events and activities to enable lead generation to assist NTB acquisition Work on the internal potential customer base of other business units for acquisition Implement “needs-based strategy” to attract New to Bank (NTB) Treasures clients in the assigned location/areas and actively engage them in new business opportunities. Drive incremental NNM, along with the mapped Relationship manager, leveraging CA/SA/TD Growth and revenue by cross selling Insurance, FX and Investments products Ensure activation of e-Channels (I-Banking / M-Banking/ Online MF/Debit Card) and Savings Book growth Drive Cross Sell and PPC Ensure internal and regulatory compliance through strict adherence to DBS sales process, timely risk reviews and exercising due diligence while onboarding Ensure strict adherence to product and sales policies, procedures, and regulatory guidelines always established by the Bank and relevant authorities Responsibilities NTB Acquisition – Acquire New-To-Bank (NTB) acquisition of Treasures accounts with funded balances Drive incremental NNM, along with the mapped Relationship manager, leveraging CA/SA/TD Growth and revenue by cross selling Insurance, FX and Investments products Strategic Focus (Referral): generate referrals for strategic products such as Mortgages, Credit Cards sourcing, etc.
Ensure internal and regulatory compliance and address operational risks if any To exercise appropriate due diligence while on boarding and engaging with clients Qualifications Graduate / Postgraduate with MBA 2-4 years of experience in acquisition of NTB customers, client acquisition experience in banking / Premium Banking is an added advantage Strong relationship management and influencing skills Self-driven, ambitious and results-orientated Eloquent verbal communication skills with impeccable writing skills In-depth knowledge of local market and competition Sound understanding of financial planning and wealth management products in India AMFI / IRDAI / FEDAI certified candidates with BCSBI certification would be an added advantage