Vice President,Investment Counsellor Head, Consumer Banking Group
About this role
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 oversee ICs and RMs to ensure awareness of and adherence to processes, policies and codes of conduct laid down for CBG Treasures team. The role holder will help the RM’s & ICs 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 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 to RMs and the ICs and track the same 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 & IC productivity
Job Duties & Responsibilities
- Ensure to build up MF AUM and trail revenue for the assigned catchment/ unit
- Ensure ICs and RMs provide right recommendations as per the client risk profile and periodic reviews for the clients
- Training and keeping the RM’s & ICs updated on all latest market updates/ products
Requirements
- At least 15-20 years of in Banks / NBFC/ Wealth firms 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:
New DelhiJob:
Product SalesSchedule:
RegularEmployee Status:
Full timeCompany at a glance
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. The bank's "AA-" and "Aa1" credit ratings are among the highest in the world.
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 14 consecutive years from 2009 to 2022.
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. DBS is committed to building lasting relationships with customers, as it banks the Asian way. Through the DBS Foundation, the bank creates impact beyond banking by supporting social enterprises: businesses with a double bottom-line of profit and social and/or environmental impact. DBS Foundation also gives back to society in various ways, including equipping communities with future-ready skills and building food resilience.
With its extensive network of operations in Asia and emphasis on engaging and empowering its staff, DBS presents exciting career opportunities. For more information, please visit www.dbs.com
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