
Senior Officer, Branch Relationship Manager, Consumer Banking Group
2 days 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 across ~500 branches in the country. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits (incl. structured solutions for NRI), investments, insurance, mortgages, credit cards and personal loans to help our customers realise their dreams and aspirations at every life stage.
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 & Requirements
- 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
Education / Preferred Qualifications
- Graduate
-
Chandigarh, Chandigarh, India at DBS Full time ₹ 15,00,000 - ₹ 20,00,000 per yearSenior Associate, Branch Manager, Consumer Banking Group - (WD 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,...
-
Chandigarh, Chandigarh, India Kotak Mahindra Bank Full time ₹ 1,04,000 - ₹ 1,30,878 per yearDeputy Branch Manager – Branch BankingLead a team of Relationship Managers / Sr. Branch Relationship Managers.Ensuring the sales of CASA, TPP and other asset products through Relationship Managers / Sr. Branch Relationship Managers.Driving customer coverage and Ensuring customer engagement & Retention.Drive productivity through the team assigned Desired...
-
Senior Relationship Manager
2 days ago
Chandigarh, Chandigarh, India Hirva HR Solutions Pvt Ltd. Full time ₹ 6,00,000 - ₹ 12,00,000 per yearThis job is provided by Desoignation : Senior Relationship ManagerResponsible for driving insurance sales through bank partner branches.Build and maintain strong relationships with bank staff to generate leads.Provide product training and support to ensure smooth sales processes.Achieve sales targets while ensuring high customer satisfaction and...
-
Branch Relationship Manager
2 weeks ago
Chandigarh, Chandigarh, India Kotak Additional Career Site Full time ₹ 5,00,000 - ₹ 10,00,000 per yearKey DeliverablesResponsible for achieving the Business Objectives of the Retail Liabilities Sales Team for the branch and meet the Value, Volume and channel Productivity metrics Responsible for generation of revenues through sale of CASA, X-Sell and Third Party Products like Insurance Responsible for Sourcing High Value CASA customer's along with entire...
-
Chandigarh, Chandigarh, India Kotak Mahindra Bank Full timeJob Category KMBLDegree Level Bachelor s Degree DESIGNATION Transaction Banking Group ROCE Relationship Officer - Customer Engagement Location Hyderabad Number of Positions 12 Reporting Relationships RCEM Regional Customer Engagement Manager Position Grade M2 Job Role Customer Engagement meeting Video call Tele call and Relationship...
-
Relationship Manager Customer Engagement
2 days ago
Chandigarh, Chandigarh, India Kotak Life Insurance Full time ₹ 9,00,000 - ₹ 12,00,000 per yearAbout The Role (DESIGNATION) Transaction Banking Group ROCE ( Relationship Officer Customer Engagement) Location Hyderabad Number of Positions 12 Reporting Relationships RCEM ( Regional Customer Engagement Manager ) Position Grade M2 ` Job Role: Customer Engagement (meeting, Video call, Tele call) and Relationship Management on the mapped C Cat...
-
Branch Manager
4 weeks ago
Chandigarh, Chandigarh, India STAFFIAA Full timeProfile Branch Manager - Loan Against Property LAP Location Chandigarh Punjab CTC Up to 15 LPA Experience 5 to 10 Years Job Summary We are looking for an experienced Branch Manager to lead our Loan Against Property LAP operations in Chandigarh The role involves driving business growth managing branch operations and ensuring compliance while...
-
Relationship Manager
1 day ago
Chandigarh, Chandigarh, India Kotak Life Insurance Full time ₹ 9,00,000 - ₹ 12,00,000 per yearAbout The Role JOB ROLE - Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets.- Ensures high levels of customer service orientation and application of bank policy.- Cross sells existing bank products to customers.- Informs customers of new products or product enhancements to further expand the...
-
Senior Relationship Officer
2 days ago
Chandigarh, Chandigarh, India English Wizard Full time ₹ 4,00,000 - ₹ 8,00,000 per yearJob Title: Senior Relationship OfficerExperience Required: 2–5 YearsLocation: Chandigarh (Candidates from Chandigarh , Punjab, Haryana, or Himachal preferred)Job Type: Full-TimeIndustry: Financial Services / Wealth ManagementSalary Range: ₹4–8 LPA (Fixed) + Performance-Based VariableNotice Period: Maximum 1 MonthAbout the RoleWe are hiring a...
-
Chandigarh, Chandigarh, India Tata AIG General Insurance Company Full time ₹ 3,50,000 per yearHello,Greetings from TATA AIG General insurance company Ltd...We are Hiring Relationship Manager - Bancassurance fo ChandigarhKey Accountabilities/ ResponsibilitiesResponsible for Achieving overall Gross Written Premium • Team Management. • Channel RelationshipVisit Branches • Conduct Meetings • Regular training of Bank employees regarding TAGIC...