CRM - Pune Branch
Published date: 2026/11/07
- Location: Pune, Maharashtra, India
Business Function
Corporate and Investment Banking provides corporate customers with a full range of commercial banking products and services, including cash management services, current accounts, time deposits, trade finance, working capital finance, term loans and foreign exchange. Through our continued commitment, DBS has cultivated long-standing relationships with its customers in the region that are based on account relationship management, service differentiation, product development and rigorous credit standards.
Job Purpose
To acquire New-to-bank (NTB) customers to scale our liabilities portfolio
Key Accountabilities
Actively source for prospects via cold calling, personal network and partners/channels’ network.
Drive Liabilities Sales through NTB acquisition of Liabilities clients for operating accounts, term deposits and other transaction banking products in line with the targets set out.
Be an avid advocate of DBS Banking and be very well versed in our positioning, competitive advantage and be able to recommend the right solutions based on customers’ needs
Keep yourself updated on various offerings available in the network
Organise marketing activities to get sources of lead generation and new business
Experience
Good understanding of the sales process through preferably prior sales experience of 2- 3 years
Prior Liabilities, Cash Management, Trade and Foreign Exchange selling experience is desirable
Market knowledge and experience in the Mid-market / SME segment, with reference to customer preferences and requirement would be preferable.
Education / Preferred Qualifications
A graduate or equivalent degree (with experience / understanding of banking and sales), Computer proficiency (Acquaintance with internet and MS Office) with relevant experience of selling in banking /NBFC financial products.
Core Competencies
Corporate and Investment Banking provides corporate customers with a full range of commercial banking products and services, including cash management services, current accounts, time deposits, trade finance, working capital finance, term loans and foreign exchange. Through our continued commitment, DBS has cultivated long-standing relationships with its customers in the region that are based on account relationship management, service differentiation, product development and rigorous credit standards.
Job Purpose
To acquire New-to-bank (NTB) customers to scale our liabilities portfolio
Key Accountabilities
Actively source for prospects via cold calling, personal network and partners/channels’ network.
Drive Liabilities Sales through NTB acquisition of Liabilities clients for operating accounts, term deposits and other transaction banking products in line with the targets set out.
Be an avid advocate of DBS Banking and be very well versed in our positioning, competitive advantage and be able to recommend the right solutions based on customers’ needs
Keep yourself updated on various offerings available in the network
Organise marketing activities to get sources of lead generation and new business
Experience
Good understanding of the sales process through preferably prior sales experience of 2- 3 years
Prior Liabilities, Cash Management, Trade and Foreign Exchange selling experience is desirable
Market knowledge and experience in the Mid-market / SME segment, with reference to customer preferences and requirement would be preferable.
Education / Preferred Qualifications
A graduate or equivalent degree (with experience / understanding of banking and sales), Computer proficiency (Acquaintance with internet and MS Office) with relevant experience of selling in banking /NBFC financial products.
Core Competencies
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