DBS Bank India

Senior Associate, Treasures Bancassurance Specialist, Consumer Banking Group

Gurugram · Work from office Experience not set Posted 1 mo ago Sourced by hiARed
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About the role

Job Duties & Responsibilities • Core responsibility of DBS Insurance Counselor is to ensure alignment of self and Insurer ICs on the execution key levers as per Banca strategy at DBS Bank. • Demonstrate the inputs at the Branch with an average of minimum of 3 insurance calls per day for the month. • Facilitate IRDA certification of new joinees within 3 months of their joining DBS and track for timely renewal of certificates. • Facilitate product & KYC/AML training for new joinees within 1 month of their joining DBS. • Initiates identification and development of new business segments and geographical areas to generate business opportunities • Manage customer's issues on service or insurance needs. Escalate to Banca team if required. • Ensure training & briefing on all product launches & upgrades at the Branch. • Keep attuned to the current economic and financial markets so as to be current and proficient in attending to customers' queries and update Front line sales on the same. • Facilitate TRM activation through the referral of On-line insurance products of the insurer to enable mindshare of TRMs. • Ensure internal & regulatory compliance and adherence to internal DBS Sales process. • Track and review insurance penetration of client base for RM by identifying prospects from base and cross selling to existing DBS clients. • Facilitate customer segmentation for insurance produ

Skills

Customer segmentationRegulatory complianceCompetitor analysisWealth managementBancassuranceStrategic planningIRDAI regulationsKYC

Role details

Employment type
Full-time
Openings
1

About DBS Bank India

Bank in India


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