Delhi Insurance specialist Jobs – 134 Open Jobs Today

Associate, Treasures Relationship Manager, Consumer Banking Group
DBS Bank —Delhi, Delhi
- Full-time
- Sales
- Master's degree
- Bachelor's degree
STEM Specialist (Fluent in Marathi) - Freelance AI Trainer Project
Meridial —Delhi, Delhi
- ₹8 - ₹65 an hour
- Remote
- Bilingual
- English
- Research
- Health insurance
- Paid time off
Data Research Specialist
JATO —Delhi, Delhi
- Full-time
- Microsoft Excel
- Engineering
- English
- Health insurance
- Paid time off
Gujarati Language Specialist - Freelance AI Trainer Project
Meridial —Delhi, Delhi
- ₹6 - ₹65 an hour
- Remote
- Doctoral degree
- Master's degree
- AI
- Health insurance
- Paid time off
Data Specialist
JATO —Delhi, Delhi
- Azure
- Computer Science
- Microsoft Office
- Health insurance
- Paid time off
Odia Language Specialist - Freelance AI Trainer Project
Meridial —Delhi, Delhi
- ₹8 - ₹65 an hour
- Remote
- Doctoral degree
- Master's degree
- AI
- Health insurance
- Paid time off
Officer, People Operations
Room to Read —Delhi, Delhi
- Full-time
- English
- Master's degree
- Bachelor's degree
- Health insurance
English Language Specialist – AI Trainer
Meridial —Delhi, Delhi
- ₹6 - ₹65 an hour
- Remote
- Doctoral degree
- English
- Master's degree
- Health insurance
- Paid time off
Energy inbound
TELEMINDS INFOTECH PRIVATE LIMITED —Janakpuri, Delhi, Delhi
- ₹22,000 - ₹35,000 a month
- Full-time
- CRM software
- Sales
- Customer service
Quick apply
Mathematics Specialist (Fluent in Hindi) - Freelance AI Trainer Project
Meridial —Delhi, Delhi
- ₹6 - ₹65 an hour
- Remote
- Doctoral degree
- Research
- Master's degree
- Health insurance
- Paid time off
Training officer
Magic Bus India Foundation —New Delhi District, Delhi
- ₹30,000 - ₹35,000 a month
- Full-time
- English
- Bachelor's degree
- Mentoring
- Health insurance
- Paid time off
Quick apply
Telugu Voice Acting Specialist - Freelance AI Trainer Project
Meridial —Delhi, Delhi
- ₹8 - ₹65 an hour
- Remote
- English
- AI
- Health insurance
- Paid time off
Data Research Specialist
JATO Dynamics —Delhi, Delhi
- Full-time
- Microsoft Excel
- Engineering
- English
- Health insurance
- Paid time off
Assamese Language Specialist - Freelance AI Trainer Project
Meridial —Delhi, Delhi
- ₹8 - ₹65 an hour
- Remote
- AI
- Communication skills
- Teaching experience
- Health insurance
- Paid time off
Urdu Language Specialist - Freelance AI Trainer Project
Meridial —Delhi, Delhi
- ₹8 - ₹65 an hour
- Remote
- AI
- Communication skills
- Teaching experience
- Health insurance
- Paid time off
Coding Specialist (Fluent in Marathi) - Freelance AI Trainer Project
Meridial —Delhi, Delhi
- ₹8 - ₹65 an hour
- Remote
- Doctoral degree
- Computer Science
- Master's degree
- Health insurance
- Paid time off
LaTex Specialist (Fluent in Hindi) - Freelance AI Trainer Project
Meridial —Delhi, Delhi
- ₹8 - ₹65 an hour
- Remote
- Computer Science
- Master's degree
- Bachelor's degree
- Health insurance
- Paid time off
Data Specialist
JATO Dynamics —Delhi, Delhi
- Full-time
- Azure
- Computer Science
- Research
- Health insurance
- Paid time off
GoHighLevel CRM & Automation Specialist
Touchstone Infotech LLP —Dwarka, Delhi, Delhi
- ₹25,000 - ₹40,000 a month
- Full-time
- CRM software
- Analysis skills
- Bachelor's degree
- Health insurance
- Paid time off
Quick apply
9d
Cybersecurity Specialist Malware Defense Operation
ROHDE & SCHWARZ GmbH & Co. KG —Delhi, Delhi
- Online application
- Remote
- Computer Science
- English
- Windows
- Health insurance

I want to receive the latest job alerts for insurance specialist in delhi

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

insurance specialist jobs near delhi

Language Specialist jobs in Delhi, Delhi

Trainer jobs in Delhi, Delhi

Research Specialist jobs in Delhi, Delhi

Language Specialist jobs in Chennai, Tamil Nadu

Work From Home Hindi Language Fresher jobs in Anywhere

Hindi Language jobs in Lucknow, Uttar Pradesh

Speech Language jobs in Hyderabad, Telangana

Language Specialist jobs in Remote

Language Specialist jobs in Mumbai, Maharashtra

Technical Document Specialist jobs in Remote

Crm jobs in Guwahati, Assam

Work From Home Crm jobs in Bengaluru, Karnataka

Work From Home, Crm, Female jobs in Nashik, Maharashtra

Crm Specialist jobs in Gurugram, Haryana

Crm Specialist jobs in Greater Noida, Uttar Pradesh

Specialist Doctor jobs in Uttar Pradesh

Crm Specialist jobs in Kolkata, West Bengal

Crm Specialist jobs in Delhi, Delhi

Ielts Trainer jobs in Ahmedabad, Gujarat

Ai Data Trainer jobs in Remote

Associate, Treasures Relationship Manager, Consumer Banking Group

DBS Bank -
Delhi, Delhi

Apply Now

Job details

Full-time

Qualifications

Financial planning
Wealth management
Sales
Master's degree
Bachelor's degree
MBA
Communication skills
Banking

Full job description

Business Function

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 Purpose

To deliver exceptional volume and revenue performance by acquiring and engaging with DBS Treasures clients having an AUM => INR 20 Million through “need-based approach&rdquor; and ensure client coverage and product penetration through cross-sell and up-sell of DBS products and services.

To manage & maintain the highest customer satisfaction and service levels through pro-active client engagement & relationship management, coordinating internally with DBS Service and Distribution and Product team

Key Accountabilities

Acquire and upgrade quality Treasures clients in the branch location areas
Engage with existing customers to deepen the wallet share through retention and growth of AUM.
Accountable for achieving monthly & annual volume and revenue objective, as agreed.
Ensure activation of e-Channels (I-Banking / M-Banking/ Online MF/Debit Card) and Savings Book growth
Ensure proper implementation & execution of product strategies through effective relationship management.
Develop the client trust and loyalty for entrenched relationship with DBS through lifestyle and beyond banking propositions
Ensure optimum product mix and new- to- product clients aimed at customer level profitability and enhancing client coverage.
Drive and deliver exemplary customer service in the local market and uphold DBS service standards.
Ensure internal and regulatory compliance through strict adherence to DBS sales process, timely risk reviews and exercising due diligence while on-boarding.
Ensure exemplary service delivery of these clients by building appropriate workflows and processes incl. doorstep banking etc.

Job Duties & responsibilities

Establish, manage and grow the AUM of the elite Treasures Client segment by acquiring and nurturing the client having AUM => INR 10 M
Ensure timely portfolio review by jointly engaging with Wealth / Investment / Insurance specialist with clients.
Ensure complete knowledge of all products & services through continuous skill and knowledge improvement.
Resolve customer queries and complaints within the agreed TAT as per the DBS customer service policy.
Provide feedback on market, competition and products, suggest innovations & ideas for continuous product and service improvements.
Keep attuned to the current economic and financial markets to be current and proficient to ensure effective engagement with the elite segment of Treasures customers.
Coordinate and work closely with CBG Relationship Manager peer groups and colleagues, Service teams, Product specialist at branches to ensure that team objectives are met through an environment that nurtures harmony and collaboration through team work
Work closely with the Line Manager and City / Cluster Head to ensure achievement of common team and Branch objectives.
Ensure internal and regulatory compliance and address operational risks if any, e.g. Health & Safety standards, security of premises, AML / KYC and ongoing risk reviews.
To exercise appropriate due diligence while on-boarding and engaging with clients.
Establish DBS as a primary banker for clients and as a prominent wealth management provider in India.
Organize exclusive lifestyle, sports , music and such other elite engagement events and activities for prospect generation , entrench existing relationship and reinforce the DBS brand in the Private Wealth management space

Requirements

Experience in HNI Sales / Wealth Management / Private Banking segment.
Sound understanding of financial planning and wealth management products in India
In-depth knowledge of local market and competition.
AMFI / IRDAI / FEDAI certified candidates with BCSBI certification would be an added advantage

Education / Preferred Qualifications

Graduate / Post Graduate with MBA in relevant field

Core Competencies

Effective probing and listening skills.
Strong Relationship Management and influencing skills
Self-driven and ambitious.
Good written and verbal communication skills
Results-orientated & the ability to deliver results under pressure
Understanding of competitive positioning
Strong service orientation, customer-centric behavior.
Focused on developing image and good will of the brand
Creative, inquisitive mind with problem solving abilities.
Ability to deliver results within tight timelines.
Attention to details, analyzing abilities.

Technical Competencies

Understanding of HNI Sales/ wealth management product suite, platforms and operational procedures
Understanding of banking and para-banking guidelines issued by RBI (local regulations in India) and local laws and regulations that impact businesses in general.
Understanding of KYC requirements & Anti-money Laundering Policies.
Knowledge of financial markets and products to assist in meaningful engagement with clients.

Work Relationship

Management of clients and prospects for acquisition and deepening of wallet share.
Close interaction with Treasures Elite Team Leader, City / Cluster Head, Branch Service and Operations team to ensure consistent delivery of volume and revenue targets.
Close and regular interaction with Branch Product specialists for effective skill / knowledge development of self and explore potential in existing book through joint engagement with clients.

Mandatory Training

GCAP (Group Customer Acceptance Policy)
BCAP (Business Customer Acceptance Policy)
AML (Anti Money Laundering) and KYC Guidelines
PIP (Personal Investment Policy)
ORM (Operational Risk Management)
Information Security Policy

DBS India - Culture & Behaviors

Performance through Value Based Propositions
Ensure customer focus by delighting customers & reduce complaints
Build pride and passion to protect, maintain and enhance DBS’ image and reputation
Enhance knowledge base, build skill sets & develop competencies
Execute at speed while maintaining error free operations

Location:

New Delhi

Job:

Relationship Management

Schedule:

Regular

Employee Status:

Full time

Apply Now

Refine Your Search

insurance specialist jobs in delhi

Associate, Treasures Relationship Manager, Consumer Banking Group

STEM Specialist (Fluent in Marathi) - Freelance AI Trainer Project

Data Research Specialist

Gujarati Language Specialist - Freelance AI Trainer Project

Data Specialist

Odia Language Specialist - Freelance AI Trainer Project

Officer, People Operations

English Language Specialist – AI Trainer

Energy inbound

Mathematics Specialist (Fluent in Hindi) - Freelance AI Trainer Project

Training officer

Telugu Voice Acting Specialist - Freelance AI Trainer Project

Data Research Specialist

Assamese Language Specialist - Freelance AI Trainer Project

Urdu Language Specialist - Freelance AI Trainer Project

Coding Specialist (Fluent in Marathi) - Freelance AI Trainer Project

LaTex Specialist (Fluent in Hindi) - Freelance AI Trainer Project

Data Specialist

GoHighLevel CRM & Automation Specialist

Cybersecurity Specialist Malware Defense Operation

I want to receive the latest job alerts for insurance specialist in delhi

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected