Officer, Global Indian Client Acquisition Specialist, Consumer Banking Group

DBS Bank Ltd; Helena (MT); On-site; USD 6,300 - 11,000; Full time

Job summary

DBS Bank Ltd in Pune, India is seeking a Global Indian Client Acquisition Specialist to drive client acquisition through digital channels, profile clients, and explain the DBS India Proposition.

You will forward interested prospects to TRM/VRM/Branches, ensure compliance and timely CRM updates, and maintain strong customer engagement.

Freshers welcome; banking background preferred; focus on targets and exceptional service.

Qualifications

• Experience in banking preferred; freshers are accepted.
• 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 digital tools.

Responsibilities

• Achieve monthly and annual client acquisition targets.
• Profile customers to understand their background and financial needs.
• Explain the DBS India Proposition to prospects.
• Acquire clients and forward interested prospects to TRM/VRM/Branches.
• Ensure strict adherence to DBS sales processes and regulatory compliance.
• Accurately fill Client Connect/CRM with dispositions and remarks.
• Drive customer satisfaction through timely engagement and redressal of inquiries.
• Maintain awareness of relevant products and services to provide suitable solutions.

Skills

Client Acquisition

Sales Targets

Profiling

Regulatory Compliance

CRM Management

Digital Channels

Customer Service

Communication Skills

Education

University-level education in finance/business

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

Key Requirements

Client Acquisition & Sales TargetsAchieve monthly and annual client acquisition targets from Global Indian leads and through natural market sourcing. Customer Profiling & Needs AnalysisConduct thorough profiling of customers to understand their background and financial requirements. DBS India Proposition ExpertiseProvide detailed and accurate explanations of the DBS India Proposition to prospective clients. Client Segmentation & ReferralAcquire 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 DiligenceEnsure 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 ManagementAccurately fill Client Connect/CRM with correct dispositions and detailed remarks for all client interactions. Customer SatisfactionDrive 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 SolutionsMaintain awareness of relevant products and services to provide the best solutions for clients based on their identified needs and aspirations. Branch SupportProvide 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

Location:

Pune-DBILJob:

Product SalesSchedule:

RegularEmployee Status:

Full time