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
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:
Mumbai
Job:
Product Sales
Schedule:
Regular
Employee Status:
Full time
