Senior Associate, Treasures Investment Counsellor, Consumer Banking Group

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. He/she 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 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 •

Required Experience

• 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