Lowongan Treasure RM di DBS Bank Indonesia


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Lowongan Treasure RM di DBS Bank Indonesia

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

 

 

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