About this role
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
• 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
Location: Mumbai Job: Product Sales Schedule: Regular Employee Status: Full time