Analyst, Treasures Relationship Manager Branch Pluit, Consumer Banking Group

Analyst, Treasures Relationship Manager Branch Pluit, Consumer Banking Group

DBS Bank Ltd
Indonesia
0 - 50 Years
Not Specified

Job Description


Job Description :
The job purpose are:

  • To meettargets sets, which include achieving individual revenue target, increasingnumber of customers and AUM
  • To achieve world class excellence customerservice by providing distinctive wealth management products to customers

With key accountabilities:
  • Develop action plan to achieve and exceed revenue / new customer acquisition targets set for the year
  • Acquire new customers and constantly maintain/upgrade existing customers%27 portfolio. Work closely with TFO to achieve targets set.
  • Provide excellent service to customers (both existing and potential) by keeping close relationship and managing their investment portfolio, e.g. conduct regular meetings to assess customers’ banking needs to maximize cross selling opportunities to market bank%27s products and service.
  • Implement sales process frame work, ensure customers fully understood the offered product and ensure customers%27 investment profile suit the product so that there are no miss selling incident
  • Ensure customer complaint are handled properly and timely
  • Be updated on competitors%27 offerings on regular basis
  • Ensure KYC/Money Laundering Prevention is strictly complied with at all times (including maintaining regular contact with customers for periodic review) and uphold integrity and honesty as bank staff at all times
  • Assist Team Leader and CBG Business Manager inachieving the team and branch target
  • Indonesia

    About DBS Bank Ltd

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