Client Acquisition Manager

DBS Bank; Pune District; Hybrid; INR 900,000 - 1,500,000; Full time

Job summary

DBS Bank India is seeking a Global Indian Client Acquisition Specialist to drive client growth through digital channels, profile financial needs, and guide prospects to the right internal teams while conforming to regulatory guidelines.

The role focuses on achieving acquisition targets, delivering DBS propositions with clarity, and maintaining CRM discipline, SLAs, and high customer satisfaction across channels.

Qualifications

• Profile clients to understand financial needs and suitability.
• Explain the DBS India proposition to prospects clearly.
• Accurately log client interactions and dispositions in CRM.
• Ensure adherence to DBS sales processes and regulatory guidelines.
• Connect with clients within agreed Turnaround Time (TAT).
• Support branches with onboarding queries and escalate as needed.

Responsibilities

• Acquire Global Indian clients via digital channels.
• Forward interested customers to TRM/VRM/Branches as appropriate.
• Maintain high standards of customer service and drive satisfaction.

Skills

Client acquisition & targets

Profiling & needs analysis

DBS India proposition

Segmentation & referrals

Compliance & due diligence

CRM & dispositions

Customer satisfaction

Product knowledge

Branch support

Education

University level education (finance/business)

Postgraduate in marketing/finance/banking

Job description

Job Purpose

The Global Indian Client Acquisition Specialist is responsible for acquiring Global Indian clients through digital channels, understanding their financial needs, effectively communicating DBS India's value proposition, and directing them to the most suitable internal teams for further engagement. This role is crucial for achieving acquisition targets and ensuring compliance with regulatory and internal guidelines.

Key Requirements

• Client Acquisition & Sales Targets:
  • Achieve monthly and annual client acquisition targets from Global Indian leads and through natural market sourcing.
• Customer Profiling & Needs Analysis:
  • Conduct thorough profiling of customers to understand their background and financial requirements.
• DBS India Proposition Expertise:
  • Provide detailed and accurate explanations of the DBS India Proposition to prospective clients.
• Client Segmentation & Referral:
  • Acquire clients of the desired profile and appropriately segregate and forward interested prospects to the relevant teams, such as TRM (Treasures Relationship Manager), VRM (Virtual Relationship Manager), and Branches.
• Compliance & Due Diligence:
  • Ensure strict adherence to DBS sales processes and internal and regulatory compliance.
  • Maintain transparent disclosure of DBS proposition contents and exercise due diligence during client profiling.
• Client Engagement & Service Level Agreements (SLAs):
  • Connect with clients within the agreed-upon Turnaround Time (TAT).
• CRM Management:
  • Accurately fill Client Connect/CRM with correct dispositions and detailed remarks for all client interactions.
• Customer Satisfaction:
  • Drive and deliver a radical improvement in customer satisfaction scores through timely engagement and redressal of client enquiries.
  • Ensure highest levels of customer satisfaction.
• Product Knowledge and Solutions:
  • Maintain awareness of relevant products and services to provide the best solutions for clients based on their identified needs and aspirations.
• Branch Support:
  • Provide timely support to branches on any NRI onboarding / process / transactional queries

Goals

• Acquire Global Indian clients via digital channels.
• Profile customers and understand their requirements.
• Explain the DBS India Proposition in detail.
• Forward interested customers to the relevant internal teams.

Required Experience

• Experience in the banking industry and financial institutions is preferred; however, freshers are accepted.
• Good knowledge of Non-Resident proposition for banking in India.
• Customer-oriented and able to capture customer financial needs.
• Ability to handle client requests via e-channels and versatility with digital tools would be beneficial.

Education / Preferred Qualifications

• University level education, preferably in finance, business, or a related discipline.
• Postgraduation in marketing, finance, or banking would be desirable.

Core Competencies

• Client Acquisition and Onboarding Expertise: Proven ability to acquire new clients and effectively onboard them through various channels.
• Selling and Influencing Skills: Strong selling and influencing skills to increase conversion from lead to prospect.
• Communication Skills: Excellent verbal and written communication abilities to clearly articulate propositions and build rapport.
• Drive for Action: Proactive and results-oriented with a strong drive to achieve targets.
• Adaptability: Ability to work effectively in a dynamic and ambiguous environment.
• Digital Acumen: Proficiency in utilizing digital tools and platforms for client engagement and onboarding.
• Compliance Adherence: Strong commitment to ensuring internal and regulatory compliance during all client interactions and onboarding processes.

Work Relationship

• Ensuring remote coverage and engagement of customers along with Branch teams for support.
• Close interaction with Channels / Segments and Clusters to ensure consistent delivery of service and business objectives.

DBS India - Culture & Behaviours

DBS is committed to building a culture where all employees are valued, respected and their opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Expected value driven behaviours are:

• Demonstrate Business Performance through PRIDE 2.0 Value Based Propositions
• Ensure Customer Focus by Delighting Customers & Reduce Complaints
• Build Pride and Passion to Protect, Maintain and Enhance DBS Reputation
• Enhance Self Knowledge, Skills and develop Competencies aimed at continuous improvement
• Maintain the Highest Standards of Honesty and Integrity.