Investment Counselor

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 RMs 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 / 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 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 Nil 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