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Affluent Relationship Manager(Liability Sales)
3 months ago
Experience: 4+ yrs (Relevant from Liability Product Sales)To deliver acquisition of “qualified” New to Bank (NTB) DBS Treasures clients through “need-based approach” and revenue performance by leverage product penetration opportunities through cross-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
NTB Acquisition – Acquire New-To-Bank (NTB) acquisition of CASA accounts with funded balances (TRV basis Gold, Silver, Bronze)CASA Avg. Bal/TD Net Growth – Generate net growth in average balance for current account/savings account (CA/SA) and Term Deposits (TD).Revenue: Generate new sales revenue from Insurance, Foreign Exchange (FX), and incremental CASA Net Interest Income (NII) up to M3 (month 3).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 anyTo exercise appropriate due diligence while on-boarding and engaging with clients.
