• NRI - Team Leader CBG Jobs in Jaipur,India - 23797341

  • DBS Bank Ltd
  • Save Job
  • 0 - 3 Years
  • Posted : above 1 month

Job Description:

NRI - Team Leader CBG - ( 180004KP )

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, 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

Responsibilities

Key Accountabilities

Ensure achievement of Investment Product Volumes and Revenue objectives of the Branch / Cluster

Ensure AMFI certification / EUIN transfer of new joiners and existing team members and timely renewal of the same

Impart effective training on new product launch / refresher training on investment, alternate and Forex, AML and other mandatory trainings and keep the record of attendance to comply with internal and regulatory guidelines

Ensure implementation of investment sales process and the investment profile suitability of clients to the products purchased

Ensure sustainable trail income for the Bank through driving the Mutual Volumes while driving activation of team members for Investment and Forex products

Provide feedback from market and customers to Central Investment Product team for continuous improvement / ideation for new product and processes

Ensure timely dissemination of knowledge on products, market updates and fund fact sheets amongst Branch front line team members and Unit Heads

Track the input activities of team members through client book analysis and align the activities to the desired investment volumes and revenue objectives

Ensure customer-centricity at all times, adherence to fair dealing norms and compliance to internal and regulatory guidelines at Branch / Cluster

Ensure adequacy of product brochures, addendums and proposal forms at Branches and check for replenishment of sales kit of RMs

Ensure complaint resolution within the approved TAT through coordination with Central Investment product team and insurer partners at Branches

Job Duties & responsibilities

Ensure AMFI certification and EUIN transfer of all new joiners and existing team members and timely renewal of the same

Update team members at Branch / Cluster on products and processes during team huddles and ensure new / refresher product trainings with attendance recorded

Work closely with Treasures Relationship Managers to analyse their client book for opportunities, aid in identification of prospects and ensure joint engagement with clients to drive investment product volume and revenues of the Branch / Cluster

Work closely with Branch Service and Operations team to resolve discrepancies and minimize revenue leakages

Analyze the training / skilling requirements of team members on investment and coordinate with Central Product Team and AMC resources to impart the same at the Branch / Cluster

Organize regular customer engagement events and investment seminars to deepen the wallet share and entrench the client relationship

Exercise due diligence for alternate product(s) and ensuring call-back confirmations or supervisory validations through recorded lines as per the prevailing process and scripts

Execute investment product strategy at the Branch / Cluster location with skills and knowledge imparted to team members on product positioning and ensure portfolio reviews as per the DBS adopted asset allocation model

Core Competencies

Effective probing and listening skills
Strong influencing and people management skills
Self-driven and ambitious
Good written and verbal communication skills
Results-orientated & the ability to deliver results under pressure
Relationship management skills
Understanding of competitive positioning
Strong service orientation, customer-centric behaviour
Focused on developing image and good will of the brand
Creative, inquisitive mind with problem solving abilities
Ability to deliver results within tight timelines
Attention to details, analysing abilities

Technical Competencies

Understanding of regulatory (FEMA / SEBI / FEDAI rules and RBI) guidelines and local laws and regulations that impact businesses in general
Understanding of KYC requirements & Anti-money Laundering Policies are critical
Sound understanding of investment and forex proposition in the wealth management offerings and associated technology platforms and operational procedures
Knowledge of financial markets and products to assist in effective engagement with clients

Profile Summary:

Employment Type : Full Time
Eligibility : Any Graduate
Industry : Financial Services/Stockbroking
Functional Area : Banks/Insurance/Financial Services
Role : Banking -General
Salary : As per Industry Standards
Deadline : 11th Apr 2020

Key Skills:

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