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Senior Associate, Investment Counsellor, Consumer Banking Group
BFSI (Operations & Lending)
Job Description
A person in this role will ensure awareness of and adherence to processes, policies and codes of conduct laid down for CBG frontline staff. He/she will help the RMs and coach on various investment products available in the bank. Also review the clients investment and update them on regular intervals
Key Requirements
Key Accountabilities
- Ownership of the Investments target of the Region / Area they are mapped to Increase of Mutual Fund AUM for the mapped Area.
- Impart effective training on new product launch / refresher training on investment, alternate and Forex, AML and other mandatory trainings and keep the record of attendance to comply with internal and regulatory guidelines.
- Ensure sustainable trail income for the Bank through driving the Mutual Volumes while driving activation of team members for Investment and Forex products.
- Provide feedback from market and customers to Central Investment Product team for continuous improvement / ideation for new product and processes.
- Ensure timely dissemination of knowledge on products, market updates and fund fact sheets amongst front line team members and Unit Heads.
- Always ensure customer-centricity, adherence to fair dealing norms and compliance to internal and regulatory guidelines.
- Increase Investment penetration and RM productivity
- Ensure to build up MF AUM and trail revenue for the assigned catchment/ unit
- Ensure right recommendations as per the client risk profile and periodic reviews for the clients
- Training and keeping the RMs updated on all latest market updates/ products
- At least 7-10 years of in Banks / NBFC handling client portfolios
- Education / Preferred Qualifications
- Bachelors degree from a recognized university
- Post graduate qualifications are desirable but not necessary if suitably compensated by top notch exposure to above listed experience
- Mandatory certification like MF distribution exam and PMS certification
- CFP will be preferred
- In depth knowledge of MF / PMS / AIF and all investment products
- Knowledge of current markets – Debt / Equity/ Economy
- Excellent communication, presentation and interpersonal skills
- Proactive to learn and drive business and people
- Nil
- Ability to work with people well
- Willing to travel
Looking to get Placed? Try our Placement Guarantee Plan
- Drive 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
- Invest in team building & motivation through ideation & innovation
- Execute at speed while maintaining error free operations
- Develop a passion for performance and grow the talent pool
- Maintain the highest standards of honesty and integrity
Mumbai
Job:
Product Sales
Schedule:
Regular
Employee Status:
Full time
Skills
SalesAifFrontDistributionInvestment ProductsConsumer BankingIf an employer asks you to pay any kind of fee, please notify us immediately. Jobaaj does not charge any fee from the applicants and we do not allow other companies also to do so.
About Company
DBS Bank, a leading financial services group in Asia, drives digital innovation to redefine banking experiences. With a commitment to making banking seamless and accessible, DBS Bank leverages cutting-edge technology to empower customers and businesses alike. DBS Bank Careers offer exciting opportunities for individuals seeking to shape the future of finance. Whether in banking operations, technology, or wealth management, joining DBS Bank means being part of a progressive organization that values innovation and collaboration. With a focus on nurturing talent and fostering a diverse workforce, DBS Bank provides a platform for professional growth and development. Explore DBS Bank Careers for a chance to make a meaningful impact in the financial industry.
Important dates & deadlines?
Application Deadline
21 Jun 26, 01:47 PM IST
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Senior Associate, Investment Counsellor, Consumer Banking Group
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