CASA Personal Banker

DBS Bank

Nagpur, Maharashtra
Permanent
Full-time

1 month ago

Job Purpose:

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

Key Accountabilities:

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

Job Duties & responsibilities:

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

Required Experience:

1 - 2years of relevant experience

Education / Preferred Qualifications:

Graduation/Post Graduation

Core Competencies:

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

Technical Competencies:

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

Work Relationship:

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.

DBS India - Culture & Behaviors:DBS is committed to building a culture where all employees are valued, respected and their opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working, and opportunities to grow within an inclusive and diverse environment. Expected value driven behaviors are:

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

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