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DBS Bank
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Associate, Treasures Investment Counsellor, Consumer Banking Group

Associate, Treasures Investment Counsellor, Consumer Banking Group

Name: Jobpe
Address: T-Hub, Plot No 1/C, Sy No 83/1, Raidurgam panmaktha, Knowledge City Rd, Hyderabad, Telangana, 500081, IN
Telephone: +91-83339-09630
Price range: Free

DBS Bank

7 - 10 years

9 - 12 Lacs

Hyderabad

Posted:2 days ago| Platform:

Apply

Skills Required

Product launch Forex Investment products Interpersonal skills Penetration NBFC Mutual funds Equity Continuous improvement Team building

Work Mode

Work from Office

Job Type

Full Time

Job Description

Job Purpose : A person in this role will ensure awareness of and adherence to processes, policies and codes of conduct laid down for CBG frontline staff. The role incumbent will help the RM s and coach on various investment products available in the bank. Also review the client s investment and update them on regular intervals

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

Job Duties & responsibilities :

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 RM s updated on all latest market updates/ products

Requirements:

At least 7-10 years of in Banks / NBFC handling client portfolio s

Education / Preferred Qualifications:

Bachelor s 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

Core Competencies:

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

Technical Competencies

Nil

Work Relationship

Ability to work with people well

Willing to travel

DBS India - Culture & Behaviors:

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.

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Associate, Treasures Investment Counsellor, Consumer Banking Group