Senior Associate, Treasures Bancassurance Specialist, Consumer Banking Group

Job Description Your role as an Insurance Counselor at DBS Bank involves being the local insurance specialist for the Bancassurance Business to help achieve the insurance objectives of the cluster/CBG branch location. Your key responsibilities include: - Achieving monthly & annual Banca sales targets, comprising New Business revenues, Renewal income target, and the General Insurance revenue target. - Proper implementation & execution of insurance strategy for the branch and sourcing of Insurance proposals through the Tablet application. - Ensuring timely sessions and attendance of eligible participants for knowledge/skilling sessions of AKASH for the front line sales team. - Identifying prospect lists with RMs for the month through Joint sitting with TLs. - Executing business development activities aimed at generating insurance prospects and converting them into clients. - Maximizing revenue earnings of Bancassurance products through proper sales spread between products mix and creating a sustainable revenue flow for the branch through renewals. - Increasing insurance penetration of existing clients through cross-sell and up-sell of insurance products. - Improving customer service reflected in CSS score of 4.20 or above for insurance products. - Facilitating timely collection of renewal premiums, enabling client contact management, and resolving client complaints on insurance. - Ensuring regulatory compliance by timely IRDA Certification & Renewal of Certificates of sales staff. Your duties and responsibilities also include: - Ensuring alignment with Aviva ICs on the execution of 5 key levers as per the Banca strategy. - Demonstrating a minimum of 3 insurance calls per day at the Branch. - Facilitating IRDA certification of new joinees and product & KYC/AML training. - Identifying and developing new business segments and geographical areas. - Managing customer issues and escalating to Banca team if required. - Training & briefing on product launches & upgrades, staying current with economic and financial markets. - Facilitating TRM activation and ensuring internal & regulatory compliance. - Tracking insurance penetration, facilitating customer segmentation, and follow up for renewal premiums. - Conducting competitor analysis and sharing updates with the team. Requirements: - Experience in HNI Sales/Wealth Management/Private Banking segment. - Understanding of financial planning and wealth management products. - Knowledge of the local market and competition. - AMFI/IRDAI/FEDAI certified candidates with BCSBI certification preferred. Education: - Graduate/Post Graduate with MBA in a relevant field. DBS India focuses on: - Performance through Value Based Propositions - Customer focus, pride, and passion - Knowledge enhancement and competency development - Speedy execution with error-free operations - Highest standards of honesty and integrity. Your role as an Insurance Counselor at DBS Bank involves being the local insurance specialist for the Bancassurance Business to help achieve the insurance objectives of the cluster/CBG branch location. Your key responsibilities include: - Achieving monthly & annual Banca sales targets, comprising New Business revenues, Renewal income target, and the General Insurance revenue target. - Proper implementation & execution of insurance strategy for the branch and sourcing of Insurance proposals through the Tablet application. - Ensuring timely sessions and attendance of eligible participants for knowledge/skilling sessions of AKASH for the front line sales team. - Identifying prospect lists with RMs for the month through Joint sitting with TLs. - Executing business development activities aimed at generating insurance prospects and converting them into clients. - Maximizing revenue earnings of Bancassurance products through proper sales spread between products mix and creating a sustainable revenue flow for the branch through renewals. - Increasing insurance penetration of existing clients through cross-sell and up-sell of insurance products. - Improving customer service reflected in CSS score of 4.20 or above for insurance products. - Facilitating timely collection of renewal premiums, enabling client contact management, and resolving client complaints on insurance. - Ensuring regulatory compliance by timely IRDA Certification & Renewal of Certificates of sales staff. Your duties and responsibilities also include: - Ensuring alignment with Aviva ICs on the execution of 5 key levers as per the Banca strategy. - Demonstrating a minimum of 3 insurance calls per day at the Branch. - Facilitating IRDA certification of new joinees and product & KYC/AML training. - Identifying and developing new business segments and geographical areas. - Managing customer issues and escalating to Banca team if required. - Training & briefing on product launches & upgrades, staying current with economic and financial markets. - Facilitating TRM activation and ensuring internal & regulator