Assistant Vice President, Investment Counsellor, Consumer Banking Group

Experience: 7 to 10 years

Location: Noida-DBIL

Skills: MF distribution exam, PMS certification, CFP, MF, PMS, AIF, Debt, Equity, Economy, Interpersonal skills

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 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

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: Noida-DBIL
Job: Product Sales
Schedule: Regular
Employee Status: Full time

📌 Assistant Vice President, Investment Counsellor, Consumer Bankin (Noida)
🏢 DBS Bank
📍 Noida