Treasures Relationship Manager

DBS; Indonesia; On-site; IDR 200.000.000 - 300.000.000; Full time

Job summary

A leading bank in Asia is seeking a Treasures Relationship Manager to develop action plans for customer acquisition and portfolio management. The role involves providing exceptional customer service and ensuring compliance with KYC and AML regulations. Candidates should have at least 2 years of sales experience, preferably in the banking industry, and possess strong communication and organizational skills. Join an innovative team to help clients achieve their financial goals.

Qualifications

• At least 2 years of experience in sales with 1 year at TRM level.
• Experience in the banking and finance industry would be an advantage.
• Good understanding of KYC and AML principles.

Responsibilities

• Develop action plan to achieve and exceed revenue and new customer acquisition targets.
• Maintain and upgrade existing customers' portfolio while acquiring new ones.
• Provide excellent service by managing investment portfolios.

Skills

Strong communication

Interpersonal skills

Selling skills

Organizational skills

Time management

Tools

Microsoft Office applications

Job description

Job Description - Treasures Relationship Manager (200000C7)

Job Description

Treasures Relationship Manager - ( 200000C7 )

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

• 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' 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's products and service.
• Implement sales process frame work, ensure customers fully understood the offered product and ensure customers' 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' 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 in achieving the team and branch target

Requirements

• At least 2 years of experience in sales with 1 year at TRM level
• Experience in the banking and finance industry would be an advantage
• Sound understanding in banking products especially Bancassurance, Investment and Treasury products
• Possess relevant certification in various wealth management products would be an advantage
• Highly driven, self motivated, able to work under pressure, organized and good time management
• Strong communication, interpersonal, and selling skills
• Good understanding in applying principle of Know Your Customer (KYC) and Anti Money Laundering (AML)
• Good written and verbal English
• Able to operate computer and run Microsoft Office applications