Job Description
Job Duties & Responsibilities
• Manage customer's issues on service or FX/investment needs. Escalate if required. Probe and identify requirements to provide appropriate solutions to customers.
• Ensure proficient knowledge on all products (SA, TD, Investments, FX and insurance) & services. Be the leader for resolving all queries & complaints. Ensure full training & briefing on all product launches & upgrades by the relevant product & digital teams.
• Research complaints & compliments. Analyze & suggest innovations & ideas on product & service improvement in addition to service level improvements.
• Handling of complaints & customer journey is supported by the Client Experience teams.
• Keep attuned to the current economic and financial markets to be current and proficient in attending to customers' queries.
• Work hand in hand with fellow India Distribution team and overseas RMs and onshore - offshore Service Manager to ensure that all business objectives of the Corridor team(s) are met.
• Ensure compliance with operations risk and rigour requirements e.g. KYC and anti-money laundering measures.
• Establish DBS Bank as a wealth management provider in all NR markets. Undertake frequent competitor analysis so that DBS product suite is in line with (or ahead of) competing banks.
Facilitate the distribution of third party investment products to customers, after taking into consideration the risk profile and investment objectives of the said customer.
Required Experience
• At least 3-4 years in Private/ UHNI Banking
• Proven sales track record in banking/ financial services industry
• Sound understanding of financial planning and wealth management products
• Knowledge of competitors and market
💡 Quick Summary
Seeking a career-building opportunity? The trm position is now open for candidates interested in the Bank Jobs sector. This role in Chennai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
