Vice President,Investment Counsellor Head, Consumer Banking Group

DBS · New Delhi

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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 oversee ICs and RMs to ensure awareness of and adherence to processes, policies and codes of conduct laid down for CBG Treasures team. The role holder will help the RM’s & ICs 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 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 to RMs and the ICs and track the same 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 & IC productivity

Job Duties & Responsibilities

• Ensure to build up MF AUM and trail revenue for the assigned catchment/ unit
• Ensure ICs and RMs provide right recommendations as per the client risk profile and periodic reviews for the clients
• Training and keeping the RM’s & ICs updated on all latest market updates/ products

Requirements

• At least 15-20 years of in Banks / NBFC/ Wealth firms 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

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

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