Looking Candidates for-Channel Relationship Manager- Team Leader

Job Description

Position Title : Channel Relationship Manager IBG 4Department : SME- IBG 4, IndiaReports To : Regional Segment HeadJob PurposeTo acquire New-to-bank (NTB) customers to scale our liabilities portfolioKey Accountabilities
• Actively source for prospects via cold calling, personal network and partners/channels network.
• Drive Liabilities Sales through NTB acquisition of Liabilities clients for operating accounts, term deposits and other transaction banking products in line with the targets set out.
• Be an avid advocate of DBS Banking and be very well versed in our positioning, competitive advantage and be able to recommend the right solutions based on customers needs
• Keep yourself updated on various offerings available in the network
• Organise marketing activities to get sources of lead generation and new business
ExperienceGood understanding of the sales process through preferably prior sales experience of 2- 3 yearsPrior Liabilities, Cash Management, Trade and Foreign Exchange selling experience is desirableMarket knowledge and experience in the Mid-market / SME segment, with reference to customer preferences and requirement would be preferable.Education / Preferred QualificationsA graduate or equivalent degree (with experience / understanding of banking and sales), Computer proficiency (Acquaintance with internet and MS Office) with relevant experience of selling in banking /NBFC financial products.Core CompetenciesCustomer-centric, not product-centricGood technical knowledge of cash management/ transaction banking businessGood team workerGood customer and relationship management skills.Good interpersonal and communications skills.Good problem solving, planning & organising skills. Planning, scheduling and monitoring deliverables, within a stipulated time frame using effective methodsWell versed in AML riskTechnical CompetenciesBasic understanding of Trade and Foreign exchange banking products and associated technology platforms and operational proceduresUnderstanding of regulatory guidelines on banking issued by MAS and by RBI (local regulations in India) and local laws and regulations that impact businesses in general. Understanding of KYC requirements are critical.Knowledge of financial markets and products to assist in meaningful dialogue with clientsWork RelationshipPossess good working relationship and a high degree of team spirit and cooperation with relationship group as well as service partners in the bank such as Product Mgt, Operations, Finance, Legal etc, so as to ensure seamless delivery of products to clients
• Establish rapport with our clients so as to win their business, confidence and trust
[20-10 17:09] Pranali KHADYE_HGSPosition Title : Portfolio Manager IBG 4Department : SME- IBG 4, IndiaReports To : Regional Segment HeadJob PurposeTo deepen wallet share of existing customers to scale our liabilities portfolio and increase cross sell.Key Accountabilities
• Maintain customer profile including risk profile, demographics of their base
• To handle existing book of customer and Drive Liabilities Sales through existing client base for operating account , term deposits and other transaction banking products in line with the targets set out.
deepening the existing customers and increasing wallet share, cross sell banks products.
• Move customers to digital channels, deepening the existing customers and increasing wallet share
record and track all engagement activities through the CRM system
• Comply with KYC, other regulators governing the bank. Highlight any adverse remarks from your customer base immediately
ExperienceGood understanding of the sales process through preferably prior sales experience of 5-6 yearsPrior Liabilities, Cash, Trade and Foreign Exchange banking selling experience is desirableMarket knowledge and experience in the Mid-market / SME segment, with reference to customer preferences and requirement would be preferable.Education / Preferred QualificationsA graduate or equivalent degree (with experience / understanding of banking and sales), Computer proficiency (Acquaintance with internet and MS Office) with relevant experience of selling in banking /NBFC financial products.Core CompetenciesCustomer-centric, not product-centricGood technical knowledge of cash management/ transaction banking businessGood team workerGood customer and relationship management skills.Good interpersonal and communications skills.Good problem solving, planning & organising skills. Planning, scheduling and monitoring deliverables, within a stipulated time frame using effective methodsWell versed in AML riskTechnical CompetenciesBasic understanding of liability banking products and associated technology platforms and operational proceduresUnderstanding of regulatory guidelines on banking issued by MAS and by RBI (local regulations in India) and local laws and regulations that impact businesses in general. Understanding of KYC requirements are critical.Knowledge of financial markets and products to assist in meaningful dialogue with clientsWork Relationship
• Possess good working relationship and a high degree of team spirit and cooperation with relationship group as well as service partners in the bank such as Product Mgt, Operations, Finance, Legal etc, so as to ensure seamless delivery of products to clients
• Establish rapport with our clients so as to win their business, confidence and trust
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Keyskills :
salesmarketinginsurancecustomer relationsbankingteam spiritcold callingsales processterm depositslead generationcash management