Verified Job
Accounting - Finance
trm
Accounting - Finance
#230729
Remote / WFH
Job Description
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 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
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
