Treasures Service Rm
1 month ago
Business Function
As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our customers realise their dreams and aspirations at every life stage. Our financial solutions are not only the best in the business - they were made just right for you.
Job Purpose (In a brief, specific one or two-sentence statement, answer the questions: "Why does this position exist?" and "What is it expected to accomplish?")
Overall responsibility is to provide superior and efficient service, directly and through the team for all WM clients both proactive and reactive basis.
Key Accountabilities (List the expected end results or KPIs that the job holder is expected to achieve for this job. Do not list more than 5)
- Design and implement processes with limited handoffs
- Establish sales audit process to capture any mis-selling
- Develop MIS to capture all the key drivers as templated
- Design and implement training programmes for the team members
- Establish WM service as the best in class unit within the target segment
- Establish robust indicators to track service delivery
Job Duties & responsibilities (List the principal duties. Use concise statements that provide a clear understanding of the level of responsibility, complexity, creativity and analysis performed in this position.)
- Develop and monitor service scorecards for the branch
- Develop and monitor SLAs with support units for delivering best in class service
- Develop and monitor turnaround times for each transaction and institute processes to track and monitor the same
- Implement Customer satisfaction surveys and establish the business at one of the best in the industry
- Implement training programs for all team members on customer service, contact management
- Track end to end Complaint management and resolution and do root cause analysis where required
- Work closely with Sales in marketing program to ensure quality customers education process.
- Develop training materials and coordinate training for all staff.
- Manage KYC and all compliance related processes in the business
- To ensure teams compliance with Group Policy and Standards on Money Laundering Prevention or local regulatory requirements for the prevention of money laundering
**Primary Location**: India-West Bengal-Kolkata
**Job**: Customer Service
**Schedule**: Regular
**Employee Status**:
Full-time
**Job Posting**: Aug 4, 2023, 4:31:56 AM
-
Treasures Rm
2 months ago
Kolkata, India DBS Bank Full time**Treasures Relationship Manager - Consumer Banking Group** **Business Function** As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions across 600 branches across the country. As a market leader in the consumer banking business, DBS has a full spectrum of products and...
-
Treasures Service RM
2 months ago
Kolkata, India DBS Bank Full timeBusiness Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to...
-
Treasures Service RM
7 days ago
Kolkata, India DBS Bank Full timeBusiness Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to...
-
Treasures Service RM
2 months ago
kolkata, India DBS Bank Full timeBusiness Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to...
-
Treasures Relationship Manager
2 months ago
kolkata, India DBS Bank Full timeTreasures Relationship Manager -(WD55468) Job Purpose To deliver exceptional sales performance by identifying and meeting customer needs through selling & cross-selling of all DBS Banks CBG products & services. To manage & maintain the highest customer satisfaction levels through pro-active client engagement & relationship management Key...
-
Treasures Relationship Manager
2 months ago
Kolkata, India DBS Bank Full timeTreasures Relationship Manager -(WD55468) Job Purpose To deliver exceptional sales performance by identifying and meeting customer needs through selling & cross-selling of all DBS Banks CBG products & services. To manage & maintain the highest customer satisfaction levels through pro-active client engagement & relationship management Key...
-
Treasures Relationship Manager
7 days ago
Kolkata, India DBS Bank Full timeTreasures Relationship Manager -(WD55468) Job Purpose To deliver exceptional sales performance by identifying and meeting customer needs through selling & cross-selling of all DBS Banks CBG products & services. To manage & maintain the highest customer satisfaction levels through pro-active client engagement & relationship management Key...
-
Treasures Relationship Manager
6 days ago
kolkata, India DBS Bank Full timeTreasures Relationship Manager -(WD55468) Job Purpose To deliver exceptional sales performance by identifying and meeting customer needs through selling & cross-selling of all DBS Banks CBG products & services. To manage & maintain the highest customer satisfaction levels through pro-active client engagement & relationship management Key...
-
Treasures Rm
1 week ago
Kolkata, India DBS Bank Full timec **Primary Location**: India-West Bengal-Kolkata **Job**: Relationship Management **Schedule**: Regular **Employee Status**: Full-time **Job Posting**: Aug 30, 2023, 12:52:10 AM
-
Treasures Service Head
2 months ago
kolkata, India DBS Bank Full timeBusiness Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to...
-
Treasures Service Head
2 months ago
Kolkata, India DBS Bank Full timeBusiness Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to...
-
Rm Mutual Fund Sales
1 week ago
Kolkata, India Avani Consulting Full timeRM MF CEC/DET(B 2 C Channel) **Position**: Relationship Manager **Experience**: Minimum 1 Year direct or cross selling of Mutual Funds Sales Experience required. Qualification: - Any Graduation/ Preferred MBA Job description: RM MF distribution expansion To promote all the product line of Mutual Fund To up sell Mutual Fund products to Retail/HNI...
-
Rm
2 months ago
Kolkata, West Bengal, India Morpheus Human Consulting Full timeReference Code: - 490-35 - Job Title: **RM - Partner Sales - Financial Services - Kolkata** - Category: - Financial Services - Job Description: - Job Responsibility - 1. Managing end to end sales operations for customers and POSP - 2. Activation of the point of sales channel and activating them for the range of products offered by the company - 3....
-
Rm Mutual Fund Sales
1 month ago
Kolkata, India Avani Consulting Full timeRM MF CEC/DET(B 2 C Channel) **Position**: Relationship Manager **Experience**: Minimum 1 Year direct or cross selling of Mutual Funds Sales Experience required. Qualification: - Any Graduation/ Preferred MBA **Responsibilities**: - To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to...
-
Rm Mutual Fund Sales Utra Hni Segment
2 months ago
Kolkata, India Avani Consulting Full time**Role & responsibilities** RM- Customer Engagement. - To up sell AMC MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. - Achieving the business targets assigned in terms of up selling AMC Products, enhancing and upgrading the Client Net worth relationships. - Profiling...
-
CBO:CBB-Service Relationship Manager
2 months ago
Kolkata, India Axis Bank Full timeService Relationship Manager acts as an interface between the bank and the client and is actively involved in Customer service. The center of all client engagements will be to ensure efficient credit delivery and superior customer experience. The Service RM interacts with the Borrower to obtain pre-requisites for disbursement, ensures timely disbursement...
-
Insurance Sales Agency
3 weeks ago
Ahritola, Kolkata, West Bengal, India ManpowerGroup Service Pvt Ltd Full time**Relationship Manager (FLS) - Direct** Position: Relationship Manager, Sr. Relationship Manager, Key Relationship Manager Direct Reports: Business Manager / Area Manager Function / Department: Direct Purpose of Role: The primary responsibility of the RM/ Sr. RM is to sell insurance policies by generating leads though retail distribution model and...
-
Preferred Rm
2 months ago
Kolkata, India Avani Consulting Full timeThe Relationship Manager-Wealth is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with them...
-
Associate Rm
2 weeks ago
Kolkata, India Standard Chartered Full time**Job***: Retail Banking **Primary Location***: Asia-India-Kolkata **Schedule***: Full-time **Employee Status***: Permanent **Posting Date***: 08/Feb/2023, 3:51:00 AM **Unposting Date***: Ongoing **Role Responsibilities** **Relationship Management**: - Build and deepen relationships with existing Prime Customers to achieve increase in share of wallet...
-
Associate Rm
1 week ago
Kolkata, India Standard Chartered Full time**Job***: Retail Banking **Primary Location***: Asia-India-Kolkata **Schedule***: Full-time **Employee Status***: Permanent **Posting Date***: 07/Jun/2023, 10:16:29 AM **Unposting Date***: Ongoing **RESPONSIBILITIES** **1.1** **RELATIONSHIP MANAGEMENT**: Ø Build and deepen relationships with existing Prime Customers to achieve increase in share of...