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 Also review the client s investment and update them on regular intervalsKey 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 current 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 productivityJob Duties responsibilities Ensure to build up MF AUM and trail revenue for the assigned catchment unitEnsure right recommendations as per the client risk profile and periodic reviews for the clientsTraining and keeping the RM s updated on all latest market updates productsRequirements At least 7-10 years of in Banks NBFC handling client portfolio sEducation Preferred Qualifications Bachelor s degree from a recognized universityPost graduate qualifications are desirable but not necessary if suitably compensated by top notch exposure to above listed experienceMandatory certification like MF distribution exam and PMS certificationCFP will be preferredCore Competencies In depth knowledge of MF PMS AIF and all investment productsKnowledge of current markets - Debt Equity EconomyExcellent communication presentation and interpersonal skillsProactive to learn and drive business and peopleTechnical Competencies NilWork Relationship Ability to work with people wellWilling to travelDBS India - Culture Behaviors Drive performance through Value Based PropositionsEnsure customer focus by delighting customers reduce complaintsBuild pride and passion to protect maintain and enhance DBS image and reputationEnhance knowledge base build skill sets develop competenciesInvest in team building motivation through ideation innovationExecute at speed while maintaining error free operationsDevelop a passion for performance and grow the talent poolMaintain the highest standards of honesty and integrity

📌 Associate, Treasures Investment Counsellor, Consumer Banking Group (Karnataka)
🏢 DBS Bank
📍 Karnataka