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
• Customer Profiling & Needs Analysis
• DBS India Proposition Expertise
• Client Segmentation & Referral
• Compliance & Due Diligence
• Client Engagement & Service Level Agreements (SLAs)
• CRM Management
• Customer Satisfaction
• Product Knowledge and Solutions
• Branch Support

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-DBIL

Job:

Product Sales

Schedule:

Regular

Employee Status:

Full time