Branch Relationship Manager

3 weeks ago

Salem, Tamil Nadu, India Response Informatics Full time

Job Purpose

  • To deliver exceptional volume and revenue performance by acquiring and engaging with DBS clients having an AUM => INR 1 million through "need-based approach" and ensure client coverage and product penetration through cross-sell and up-sell of DBS products and services.
  • 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 team

Key Accountabilities

  • Acquire and upgrade quality clients in the branch location areas to Treasures segment.
  • 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
  • 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 new- 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.

Job Duties & responsibilities

  • Establish, manage and grow the AUM of mapped Client segment by acquiring and nurturing the client having AUM => INR 1 M
  • Ensure complete knowledge of all products & services through continuous skill and knowledge improvement.
  • Resolve customer queries and complaints within the agreed TAT as per the DBS customer service policy.
  • Coordinate and work closely with CBG colleagues, Service teams, Product specialist to ensure that team objectives are met through an environment that nurtures harmony and collaboration through teamwork
  • Work closely with the Line Manager and City / Cluster Head to ensure achievement of common team and Branch objectives.
  • Ensure internal and regulatory compliance and address operational risks if any, e.g. Health & Safety standards, security of premises, AML / KYC and ongoing risk reviews.
  • To exercise appropriate due diligence while on-boarding and engaging with clients.
  • Establish DBS as a primary banker for clients and as a prominent banking provider in India.

Required Experience

  • Minimum 5 years of experience in in a reputed bank and proficient in banking products.
  • In-depth knowledge of local market and competition.
  • AMFI / IRDAI / FEDAI certified candidates with BCSBI certification would be an added advantage

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