CASA Personal Banker DBIL

• To acquire CASA, Salary accounts and cross sell multiple banking products.

• The key accountability of the Sales Officer is to acquire new clients around the branch catchment area, build relationship, build Liability Book & generate revenue through cross sell of various banking products

• Acquiring new accounts (Current and Savings) from branch catchment area
• Quality sourcing of salary accounts from corporates
• Activate Accounts opened, UPI Linkage, M0 Balance, Savings balance and increase wallet share of our banking products includes Insurance, Mortgages, UL, SIP, MF etc & manage the portfolio.
• Participate in corporate induction and migration events around the catchment area
• Build strong relationship with internal teams to leverage existing relationships from SME
• Conduct low-cost micro marketing activities around catchment areas for lead generations

• 1 - 2years of relevant experience

• Graduation/Post Graduation

• Sales & Networking Skills
• Good Communication & Listening Skills
• Goal / Target oriented
• IRDA & AMFI certification is preferred. This is a must post joining.
• Excellent verbal and written communication skills

• Banking Knowledge
• Computer Skills & Digital Knowledge
• Good Network in the Market

• Management of clients and prospects for acquisition and deepening of wallet share.
• Close interaction with Treasures Elite Team Leader, City / Cluster Head, Branch Service and Operations team to ensure consistent delivery of volume and revenue targets.
• Close and regular interaction with Branch Product specialists for effective skill / knowledge development of self and explore potential in existing book through joint engagement with clients.

• Performance through Value Based Propositions
• Ensure customer focus by delighting customers & reduce complaints
• Build pride and passion to protect, maintain and enhance DBS’ image and reputation
• Enhance knowledge base, build skill sets & develop competencies
• Execute at speed while maintaining error free operations
• Maintain the highest standards of honesty and integrity.

DBS Bank