Assistant Vice President, Investment Counsellor, Consumer Banking Group at DBS Bank

Gurgaon, haryana, India -

Full Time

Start Date

Immediate

Expiry Date

11 Sep, 26

Salary

0.0

Posted On

13 Jun, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Investment Counseling, Portfolio Management, Mutual Funds, Portfolio Management Services, Alternative Investment Funds, Forex, Client Relationship Management, Financial Planning, Risk Profiling, Compliance, Training and Coaching, Market Analysis

Industry

Banking

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: 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. The role incumbent will review the client’s investment portfolios and update them on regular intervals. The incumbent will maintain client engagement on all investment discussions and assist in fulfilment of investment 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 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 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. Location: Gurgaon-DBIL Job: Product Sales Schedule: Regular Employee Status: Full time DBS is more than a bank — we're shaping the future of finance and communities. With innovation at our core and impact in our DNA, we go beyond banking to build careers, relationships, and a better world. DBS is a leading financial services group in Asia with a presence in 19 markets. Headquartered and listed in Singapore, DBS is in the three key Asian axes of growth: Greater China, Southeast Asia and South Asia. Recognised for its global leadership, DBS has been named “World’s Best Bank” by Global Finance, “World’s Best Bank” by Euromoney and “Global Bank of the Year” by The Banker. The bank is at the forefront of leveraging digital technology to shape the future of banking, having been named “World’s Best Digital Bank” by Euromoney and the world’s “Most Innovative in Digital Banking” by The Banker. In addition, DBS has been accorded the “Safest Bank in Asia” award by Global Finance for 15 consecutive years from 2009 to 2023. DBS provides a full range of services in consumer, SME and corporate banking. As a bank born and bred in Asia, DBS understands the intricacies of doing business in the region’s most dynamic markets and is committed to building lasting relationships with customers. With its extensive network of operations in Asia and emphasis on engaging and empowering its staff, DBS presents exciting career opportunities.

Responsibilities

The role involves coaching Relationship Managers on investment products and managing the investment targets and Mutual Fund AUM for a specific region. It also requires reviewing client portfolios and ensuring adherence to regulatory guidelines and fair dealing norms.