CASA Personal Banker

Job Purpose: To acquire CASA, Salary accounts and cross sell multiple banking products.

Key Accountabilities: The key accountability of the role is to acquire new clients around the branch catchment area, build relationship, build Liability Book & generate revenue through cross sell of various banking products.

Job Duties & responsibilities:

  • Acquiring new accounts (Current and Savings) from branch catchment area
  • Quality sourcing of salary accounts from corporates
  • Activate Accounts opened, UPI Linkage, M0 Balance, Savings balance and increase wallet share of our banking products includes Insurance, Mortgages, UL, SIP, MF etc & manage the portfolio.
  • Participate in corporate induction and migration events around the catchment area
  • Build strong relationship with internal teams to leverage existing relationships from SME
  • Conduct low-cost micro marketing activities around catchment areas for lead generations

Required Experience

  • 1 – 2years of relevant experience

Education / Preferred Qualifications

  • The incumbent should hold a degree of graduation in any discipline. Additional qualifications in Banking/ Finance / Law or MBA would be an added advantage

Core Competencies

  • Sales & Networking Skills
  • Good Communication & Listening Skills
  • Goal / Target oriented
  • IRDA & AMFI certification is preferred. This is a must post joining.
  • Excellent verbal and written communication skills

Technical Competencies

  • Banking knowledge
  • Computer Skills and digital knowledge
  • Good network in the market

Work Relationship

  • Acquisition of Commercial liabilities Business
  • Managing of commercial Liabilities Portfolio

DBS India – Culture & Behaviors

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 behaviors are:

  • 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

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