Branch Relationship Manager

2 weeks ago

India Response Informatics Full time
Job Description

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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