Senior Associate Treasures Bancassurance Specialist Consumer Banking Group
DBS Bank Ltd is a Singapore-based bank providing personal, SME, corporate, institutional, wealth management, financial markets, and digital banking services. Its clients include consumers, small and medium-sized businesses, corporations, and institutional customers.
About DBS Bank Ltd
DBS Bank Ltd provides banking products and services including accounts, cards, insurance, loans, investments, digital banking, payments, trade finance, foreign exchange, commodities, investment solutions, and derivatives clearing. Through its SME business, it supports businesses with financing, cash-flow management, online banking through DBS IDEAL, sustainability programmes, and business-growth initiatives. The bank serves personal customers, SMEs, corporate and institutional clients, and wealth-management customers across its regional markets.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will align insurance-counseling activities with the bancassurance strategy, conduct insurance calls, support certifications and training, identify new business segments, and address customer insurance needs. You will monitor insurance penetration, renewals, competitor activity, product launches, compliance, and market updates.
Requirements
- Retail banca sales, HNI sales, wealth management, or private banking experience
- Financial planning
- Wealth management product knowledge
- Local market and competition knowledge
- AMFI, IRDAI, FEDAI, or BCSBI certification
Responsibilities
- Align insurance counseling activities with the bancassurance strategy
- Conduct insurance calls at branches
- Facilitate IRDA certification and renewal tracking for new joiners
- Deliver product and KYC/AML training
- Identify new business segments and geographical opportunities
- Manage customer service and insurance issues
- Ensure training on product launches and upgrades
- Monitor insurance penetration and cross-sell to existing clients
- Follow up on renewal premiums
- Conduct competitor analysis and share updates