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 recent 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 certif

📌 Assistant Vice President, Investment Counsellor, Consumer Banking Group (Mumbai)
🏢 DBS Bank India
📍 Mumbai