Verified Job
Accounting - Finance
Treasures Bancassurance Specialist Licensed
Accounting - Finance
#325091
Remote / WFH
Job Description
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.
• Job Purpose:
A person in this role will ensure awareness of and adherence to processes, policies and codes of conduct laid down for CBG frontline staff. He/she will also be responsible for continuously identifying new areas of focus requiring creation of controls/processes absent or inadequate, process strengthening and additional monitoring. This person’s work will be used for monitoring health (compliance to regulatory and bank standards) and preparing for future risk perceived areas.
• Key Accountabilities, KPIs and Job Responsibilities
• Ensure achievement of Premium Volumes and Revenue objectives of the TRM Channel.
• Ensure IRDAI composite certification of new joiners and existing team members and timely renewal of the same.
• Impart effective training on Specified Person code of conduct, launch / refresher training on insurance products, AML / ULIP certification trainings and keep the record of attendance to comply with internal and regulatory guidelines.
• Ensure implementation of insurance sales process and the investment profile suitability of clients to the products purchased.
• Ensure persistency of insurance products through coordination with Central Product team and insurer partners to ensure timely renewals of policies.
• Provide feedback from market and customers to Central Bancassurance Product team for continuous improvement / ideation for new product and processes.
• Ensure timely dissemination of knowledge on products, market updates and fund fact sheets amongst Branch front line team members and Unit Heads.
• Track the input activities of team members through client book analysis to ensure activation on insurance and align the activities to the desired premium volumes and revenue objectives.
• Ensure customer-centricity at all times, adherence to fair dealing norms and compliance to IRDAI 2015 Corporate Agency guidelines at VRM Unit.
• Ensure adequacy of product brochures, addendums and proposal forms at Branches and check for replenishment of sales kit of RMs
• Ensure complaint resolution within the approved TAT through coordination with Central Bancassurance product team and insurer partners.
• Experience:
• Demonstrated track record in FLOD, managing regulatory and operational risk along with process adherence
• Exposure to monitoring of sales processes & regulatory compliance will be highly advantageous
• Intensive knowledge of Indian banking and regulatory guidelines
• Equipped with knowledge of sales & client interface best practices/industry developments
• Minimum 7 – + years experience in banking, first line of defence (FLOD), continuous audits and process controls
• Experience of multi-tasking, managing multiple stakeholders and independently having senior level interactions
• Prior exposure to process writing, controls and governance.
Education/Preferred Qualification”:
• Bachelor’s degree from a recognized university
• Post graduate qualifications are desirable but not necessary if suitably compensated by top notch exposure to above listed experience
• Professional qualifications or certifications on process adherence, audits, etc. are desirable but not mandatory
Core Competencies:
• Competencies, traits & desired levels of proficiency:
• Self driven – HIGHLY ADVANCED
• Planning & organising – HIGHLY ADVANCED
• Ownership of result – HIGHLY ADVANCED
• Problem solving – ADVANCED
• Assertiveness, influencing & negotiation skills – HIGHLY ADVANCED
• Multi-tasking in high complexity & time critical situations – ADVANCED
• Teamwork & collaboration – ADVANCED
• Change / innovation orientation – ADVANCED
• Communication, including senior stakeholders management – ADVANCED
• Vendor management – MODERATE
• Business Focus – MODERATE
• Customer Focus – MODERATE
• Developing & Coaching – MODERATE
• Leadership – BASIC
Primary Location: India-Delhi-New Delhi
Job: Product Sales
Schedule: Regular
Employee Status:
Full-time
:
Job Posting: Apr 26, 2026, 5:23:25 AM
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.
• Job Purpose:
A person in this role will ensure awareness of and adherence to processes, policies and codes of conduct laid down for CBG frontline staff. He/she will also be responsible for continuously identifying new areas of focus requiring creation of controls/processes absent or inadequate, process strengthening and additional monitoring. This person’s work will be used for monitoring health (compliance to regulatory and bank standards) and preparing for future risk perceived areas.
• Key Accountabilities, KPIs and Job Responsibilities
• Ensure achievement of Premium Volumes and Revenue objectives of the TRM Channel.
• Ensure IRDAI composite certification of new joiners and existing team members and timely renewal of the same.
• Impart effective training on Specified Person code of conduct, launch / refresher training on insurance products, AML / ULIP certification trainings and keep the record of attendance to comply with internal and regulatory guidelines.
• Ensure implementation of insurance sales process and the investment profile suitability of clients to the products purchased.
• Ensure persistency of insurance products through coordination with Central Product team and insurer partners to ensure timely renewals of policies.
• Provide feedback from market and customers to Central Bancassurance Product team for continuous improvement / ideation for new product and processes.
• Ensure timely dissemination of knowledge on products, market updates and fund fact sheets amongst Branch front line team members and Unit Heads.
• Track the input activities of team members through client book analysis to ensure activation on insurance and align the activities to the desired premium volumes and revenue objectives.
• Ensure customer-centricity at all times, adherence to fair dealing norms and compliance to IRDAI 2015 Corporate Agency guidelines at VRM Unit.
• Ensure adequacy of product brochures, addendums and proposal forms at Branches and check for replenishment of sales kit of RMs
• Ensure complaint resolution within the approved TAT through coordination with Central Bancassurance product team and insurer partners.
• Experience:
• Demonstrated track record in FLOD, managing regulatory and operational risk along with process adherence
• Exposure to monitoring of sales processes & regulatory compliance will be highly advantageous
• Intensive knowledge of Indian banking and regulatory guidelines
• Equipped with knowledge of sales & client interface best practices/industry developments
• Minimum 7 – + years experience in banking, first line of defence (FLOD), continuous audits and process controls
• Experience of multi-tasking, managing multiple stakeholders and independently having senior level interactions
• Prior exposure to process writing, controls and governance.
Education/Preferred Qualification”:
• Bachelor’s degree from a recognized university
• Post graduate qualifications are desirable but not necessary if suitably compensated by top notch exposure to above listed experience
• Professional qualifications or certifications on process adherence, audits, etc. are desirable but not mandatory
Core Competencies:
• Competencies, traits & desired levels of proficiency:
• Self driven – HIGHLY ADVANCED
• Planning & organising – HIGHLY ADVANCED
• Ownership of result – HIGHLY ADVANCED
• Problem solving – ADVANCED
• Assertiveness, influencing & negotiation skills – HIGHLY ADVANCED
• Multi-tasking in high complexity & time critical situations – ADVANCED
• Teamwork & collaboration – ADVANCED
• Change / innovation orientation – ADVANCED
• Communication, including senior stakeholders management – ADVANCED
• Vendor management – MODERATE
• Business Focus – MODERATE
• Customer Focus – MODERATE
• Developing & Coaching – MODERATE
• Leadership – BASIC
Primary Location: India-Delhi-New Delhi
Job: Product Sales
Schedule: Regular
Employee Status:
Full-time
:
Job Posting: Apr 26, 2026, 5:23:25 AM
