Treasures Relationship Manager
DBS Bank · Jakarta Head Office
Full-timeonsitemidOtherSales
รายละเอียดงาน / Description
Based in Indonesia, this role involves managing and expanding a portfolio of high-value clients within the Treasures segment. The successful candidate will be responsible for achieving sales targets, acquiring new customers, and providing exceptional service by understanding client needs and offering suitable banking products. This position requires a proactive approach to sales, strong client relationship management, and adherence to regulatory compliance.
หน้าที่ความรับผิดชอบ / Responsibilities
- Achieve revenue and customer acquisition targets
- Acquire new clients and manage existing customer portfolios
- Provide excellent service and identify cross-selling opportunities
- Ensure product suitability and customer understanding to prevent mis-selling
- Handle customer complaints effectively and promptly
- Comply with KYC and AML regulations
คุณสมบัติ / Qualifications
- At least two years of sales experience, with one year at TRM level
- Experience in the banking and finance industry is beneficial
- Strong understanding of banking products, including investments and insurance
- Relevant wealth management certifications are a plus
- Highly driven, self-motivated, and organized
- Excellent communication, interpersonal, and selling skills
ทักษะที่ต้องการ / Required skills
- Sales
- Customer Acquisition
- Relationship Management
- KYC
- AML
- Banking Products
- Investment Products
- English
- Microsoft Office
ทักษะเพิ่มเติม / Nice to have
- Bancassurance
- Treasury Products