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, insurance, mortgages, credit cards and personal loans, to help our customers realise their dreams and aspirations at every life stage. Our financial solutions are not only the best in the business – they were made just right for you.
Manage the team of VRMs for ensuring achievement of business and customer satisfaction objectives
To ensure effective and efficient on-boarding, client coverage and client economics of the team members
Ensure timely investment and insurance portfolio reviews by VRMs partnering with Investment / Insurance / Wealth specialists in Cluster locations.
Establish relationships with key acquiring channels such as SME / CEP/IBG/ DBS Experience Centres or business influencers for partnering in hand holding DBS India clients in the Wealth Continuum.
Ensure service delivery of these clients by ensuring appropriate workflows and processes including digital on-boarding, upgrades, Scan / E-mail based wealth transactions, doorstep banking services, digital and remote account maintenance (Re-KYC / Risk Reviews etc.
Monitor and review business performance and apply intervention strategies to ensure achievement and sustenance of business growth
Ensure each VRM maintains and updates the CRM on the status of the leads and clients
Primary Location: India-Maharashtra-Pune
Other Locations: India
Job: Product Sales
Job Posting: Sep 14, 2021, 1:04:45 AM