DBS Bank

Regional bank offering digital banking

Treasures Relationship Manager - Sales Incentive

Retail & Commercial BankingUpdated on Nov 12

Full-timeBeijing, ChinaNo salary listed

About the Job

Requirements

A professional degree is required; a degree in business or finance is preferred.
Fluency in Mandarin is required.
A good understanding of local banking practices and regulations is required.
At least 3 years of sales experience in the financial market in China is required.

Responsibilities

Comply with the bank's policies, standards, operating guidelines and procedures, security and internal controls, and compliance measures, especially local branch operating procedures.
Comply with rules and regulations issued by local regulatory authorities, especially those applicable to sales.
Acquire new customers and develop new business through cross-selling, customer referrals, proactive upselling, and personal business relationships.
Identify existing and prospective customers' financial needs through careful financial needs analysis and planning, and promote deposit and wealth-management products authorized by the city regulator.
Explain products and their potential risks to customers.
Participate in sales and promotional activities, including field promotions, corporate sales events, and roadshows, to expand the customer base and business network and promote the bank's image in the city.
Report customer feedback and competitive information to the wealth management center manager and make recommendations.
Maintain regular contact with existing customers to strengthen relationships and reduce attrition.
Provide customers with up-to-date product and market information and account status to increase account usage and product penetration.
Open customer accounts and complete applications and related documentation.
Handle customer inquiries.
Keep up to date with product and market knowledge and financial needs analysis and planning skills, demonstrating a high level of professionalism in customer interactions.
Provide customers with high-quality service in accordance with the bank's service standards.
Handle and follow up on customer requests and inquiries to ensure customer satisfaction.

职位描述：

• 审计和合规控制

1. 遵守银行的政策、标准、操作准则/规程、安保及内部控制和合规措施，尤其是分支机构当地的操作规程。

2. 遵守由当地监管机构做出的规则和规定，尤其是那些适用于销售过程的规则和规定。

• 销售银行产品和服务

1. 通过交叉销售、客户推荐、主动升級销售、个人业务关系等方式，获得新客户和拓展新的业务。

2. 通过审慎的财务需求分析/规划确认现有/预期客户的财务需求，推销已获得该城市监管主体许可的存款和理财产品。

3. 将产品及其可能存在的各种风险介绍给客户。

4. 参加各种销售和推广活动（例如实地推广、公司推销活动、路演等），以扩展客户基础和业务网络，在该城市推广银行的形象/品牌。

5. 向丰盛理财中心经理反映客户反馈和竞争情况并提出建议。

• 建立关系和个人账户服务

1. 与现有客户保持定期联络，以加强关系，减少客户流失。

2. 为客户提供最新的产品/市场信息及其账户状况，以增加账户使用率和产品渗透率。

3. 为客户开设账户，完成申请和相关文档。

4. 处理客户的查询。

5. 了解最新的产品/市场知识和财务需求分析/规划技能，在与客户交流时展现出高水平的专业能力。

• 客户体验管理

1. 按照银行要求的服务标准为客户提供最优质的服务。

2. 处理和跟进客户的要求和查询，以确保客户满意度。

任职要求：

• 拥有专业学位，商务或财务相关专业优先考虑；

• 普通话必须流利；

• 对当地银行惯例和规定具有良好的理解。

• 至少拥有在中国财务市场上的3年的销售经验。

Location:

BJ Ya Yun Cun Sub-Branch

Job:

Relationship Management

Schedule:

Regular

Employee Status:

Full time

About the Company

DBS Bank

Regional bank offering digital banking

DBS Bank provides banking and financial services in Singapore and Southeast Asia, including personal and business banking, loans, deposits, wealth management, and payments. It serves customers through a network of branches and a digital platform that lets people open accounts, transfer funds, borrow, and invest via online and mobile apps. The bank differentiates itself with government-backed origins, rapid regional growth, a strong emphasis on digital banking, and a broad mix of consumer, corporate, and wealth services. Its goal is to be a leading, trusted financial services provider in Asia, supporting customers and economies with reliable banking and sustainable growth.

Company size: 10,001+
Company stage: IPO
Headquarters: Singapore, Singapore
Founded: 1968

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