Treasures Relationship Manager
DBS · Jakarta Head Office
Sekilas tentang pekerjaan ini
DBS mencari Treasures Relationship Manager untuk mengakuisisi dan mengelola nasabah serta portofolio investasi. Posisi ini berlokasi di Jakarta Head Office dan ditujukan bagi kandidat dengan minimal 2 tahun pengalaman sales, termasuk 1 tahun di level TRM.
Tugas utama
- Menyusun rencana untuk mencapai target pendapatan dan akuisisi nasabah baru.
- Mengakuisisi nasabah baru serta menjaga dan mengembangkan portofolio nasabah.
- Mengelola portofolio investasi dan menawarkan produk bank sesuai kebutuhan nasabah.
- Memastikan proses penjualan dan kesesuaian profil investasi nasabah.
- Menangani keluhan nasabah serta mematuhi ketentuan KYC dan pencegahan pencucian uang.
Kualifikasi utama
- Minimal 2 tahun pengalaman sales, termasuk 1 tahun sebagai TRM.
- Memahami produk perbankan, terutama Bancassurance, Investment, dan Treasury.
- Memiliki kemampuan komunikasi, interpersonal, dan penjualan yang kuat.
- Memahami prinsip Know Your Customer (KYC) dan Anti Money Laundering (AML).
- Mampu berbahasa Inggris lisan dan tulisan serta menggunakan Microsoft Office.
Ringkasan ini dibuat dengan AI dari deskripsi di bawah. Yang berlaku adalah deskripsi lengkapnya di situs DBS.
Deskripsi pekerjaan
Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our customers realise their dreams and aspirations at every life stage. Our financial solutions are not only the best in the business – they were made just right for you.
Responsibilities
- Develop action plan to achieve and exceed revenue / new customer acquisition targets set for the year
- Acquire new customers and constantly maintain/upgrade existing customers' portfolio. Work closely with TFO to achieve targets set.
- Provide excellent service to customers (both existing and potential) by keeping close relationship and managing their investment portfolio, e.g. conduct regular meetings to assess customers’ banking needs to maximize cross selling opportunities to market bank's products and service.
- Implement sales process frame work, ensure customers fully understood the offered product and ensure customers' investment profile suit the product so that there are no miss selling incident
- Ensure customer complaint are handled properly and timely
- Be updated on competitors' offerings on regular basis
- Ensure KYC/Money Laundering Prevention is strictly complied with at all times (including maintaining regular contact with customers for periodic review) and uphold integrity and honesty as bank staff at all times
- Assist Team Leader and CBG Business Manager in achieving the team and branch target
Requirements
- At least 2 years of experience in sales with 1 year at TRM level
- Experience in the banking and finance industry would be an advantage
- Sound understanding in banking products especially Bancassurance, Investment and Treasury products
- Possess relevant certification in various wealth management products would be an advantage
- Highly driven, self motivated, able to work under pressure, organized and good time management
- Strong communication, interpersonal, and selling skills
- Good understanding in applying principle of Know Your Customer (KYC) and Anti Money Laundering (AML)
- Good written and verbal English
- Able to operate computer and run Microsoft Office applications
- Location:
Jakarta Head Office
Job
Relationship Management
Schedule
Regular