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Assistant Officer/Officer, Personal Banker, Consumer Banking Group

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DBS Bank

2mo ago

  • Job
    Full-time
    Junior Level
  • Sales & Business Development
    Banking & Finance
  • Hyderabad

AI generated summary

  • You need 1-2 years of experience, a degree, sales skills, good communication, goal orientation, and banking knowledge. IRDA & AMFI certifications preferred, plus digital skills and a market network.
  • You will acquire new accounts, source salary accounts, activate services, manage portfolios, participate in events, build internal relationships, and conduct marketing activities for lead generation.

Requirements

  • 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

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

FAQs

What is the main purpose of the Assistant Officer/Officer, Personal Banker role?

The main purpose of the role is to acquire CASA, salary accounts and cross sell multiple banking products.

What are the key responsibilities of this position?

Key responsibilities include acquiring new accounts, sourcing quality salary accounts from corporates, activating accounts, managing portfolios, and conducting marketing activities to generate leads.

What is the required experience for this job?

The required experience is 1 to 2 years of relevant experience in the banking or financial sector.

What educational qualifications are preferred for this role?

A graduation or post-graduation degree is preferred for this role.

Are there any specific certifications required for this position?

Yes, IRDA and AMFI certifications are preferred and must be obtained post joining.

What core competencies are essential for success in this role?

Essential core competencies include sales and networking skills, good communication and listening skills, being goal/target oriented, and excellent verbal and written communication skills.

What technical competencies should candidates possess?

Candidates should have banking knowledge, computer skills, digital knowledge, and a good network in the market.

How does this role involve teamwork?

The role involves close interaction with various teams including the Treasures Elite Team Leader, City/Cluster Head, and Branch Service and Operations teams to ensure consistent delivery of volume and revenue targets.

What kind of work culture does DBS India promote?

DBS India promotes a culture where employees are valued, respected, and their opinions count, with a focus on continuous professional development and a diverse, inclusive environment.

What benefits and packages does DBS offer for this role?

DBS offers a competitive salary and benefits package along with a dynamic environment that supports professional development and recognizes employees' achievements.

Live more, Bank less

Finance
Industry
10,001+
Employees
1968
Founded Year

Mission & Purpose

DBS Bank is a leading financial services group headquartered in Singapore, offering a range of banking and financial services including personal, corporate, and investment banking. Their ultimate mission is to be the best bank for a better world, focusing on delivering innovative, sustainable solutions to improve lives and drive economic growth. DBS aims to harness technology and a customer-centric approach to provide seamless banking experiences and contribute positively to society.