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Affluent Relationship Manager(Liability Sales) – Leading MNC Bank – Chennai

Chennai
September 1, 2024
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Job Description

Affluent Relationship Manager(Liability Sales) – Leading MNC Bank – Chennai

Experience: 4+ yrs (Relevant from Liability Product Sales)

To deliver acquisition of “qualified” New to Bank (NTB) DBS Treasures clients through “need-based approach” and revenue performance by leverage product penetration opportunities through cross-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

  • NTB Acquisition – Acquire New-To-Bank (NTB) acquisition of CASA accounts with funded balances (TRV basis Gold, Silver, Bronze)
  • CASA Avg. Bal/TD Net Growth – Generate net growth in average balance for current account/savings account (CA/SA) and Term Deposits (TD).
  • Revenue: Generate new sales revenue from Insurance, Foreign Exchange (FX), and incremental CASA Net Interest Income (NII) up to M3 (month 3).
  • Strategic Focus (Referral): generate referrals for strategic products such as Mortgages, Credit Cards sourcing, etc.
  • Ensure internal and regulatory compliance and address operational risks if any
  • To exercise appropriate due diligence while on-boarding and engaging with clients.