Associate, Treasures Bancassurance Specialist, Consumer Banking Group

About this role

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Skills you'll use

What you'll do

• 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.

Who can apply

• Experience in Retail banca sales, HNI Sales, Wealth Management and Private Banking segment.
• Sound understanding of financial planning and wealth management products in India
• In-depth knowledge of local market and competition.
• AMFI / IRDAI / FEDAI certified candidates with BCSBI certification would be an added advantage

About DBS

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