Associate, Treasures Investment Counsellor, Consumer Banking Group
3 days ago
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 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 Requirements 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
-
Bengaluru, Karnataka, India DBS Bank Full time**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 :...
-
Bank Loans Associate
6 days ago
Bengaluru, Karnataka, India JPMorganChase Full time**JOB DESCRIPTION** Become a part of our Investment Operations team as a Fund Servicing Associate, where your skills will drive client service excellence. Engage in a dynamic environment that fosters innovation and creativity, while ensuring smooth operations and timely issue resolution. Elevate your leadership capabilities and contribute significantly to...
-
Bengaluru, Karnataka, India JPMorganChase Full time**JOB DESCRIPTION** This role is for an experienced audit professional to join the Technology Audit Team. **Job Summary**: As a Consumer and Community Banking Technology Audit Associate in our Internal Audit group, you will assess and evaluate the key technology risks and controls for business process and information systems, strengthen internal controls in...
-
It Finance
3 weeks ago
Bangalore, Karnataka, India MUFG Full timeAbout MUFG Global Service MGS MUFG Bank Ltd is Japan s premier bank with a global network spanning in more than 40 markets Outside of Japan the bank offers an extensive scope of commercial and investment banking products and services to businesses governments and individuals worldwide MUFG Bank s parent Mitsubishi UFJ Financial Group Inc MUFG ...
-
Bengaluru South, Karnataka, India DBS Bank Full time ₹ 9,00,000 - ₹ 12,00,000 per yearBusiness FunctionAs 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...
-
Treasures Investment Councelor
2 days ago
Bengaluru, Karnataka, India DBS Bank Full time**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 intervalsKey Accountabilities : Ownership of...
-
Technology Auditor
1 week ago
Bengaluru, Karnataka, India JPMorganChase Full time**JOB DESCRIPTION** This role is for you as an experienced Technology Audit professional to join the Consumer and Community banking Audit Team. The Consumer and Community banking audit team is responsible for assessing the adequacy of the control environments. This is achieved through a program of audit coverage that is performed and managed by a global team...
-
Quant Analytics Associate
4 days ago
Bangalore, Karnataka, India JPMorgan Chase Full timeJob Category Quant Analytics Join us for an exciting opportunity to advance your career as a Quant Analyst Associate driving impactful business insights As a Quant Analytics Associate within the Data and Analytics team you will collaborate with cross-functional teams to deliver timely insights that enhance customer engagement and business performance You...
-
Treasurer
2 weeks ago
bangalore, India Grow Asia Full timeOverview We are seeking an experienced and strategic Treasurer to oversee global cash management operations across multiple entities for a USA based company. The ideal candidate will bring deep expertise in banking, liquidity management, and working capital optimization within complex, multi-entity environments. This is a high-impact role focused on...
-
Bangalore, Karnataka, India Kotak Mahindra Bank Full timeInvestment Relationship ManagerKRAs Developing and managing banking relationships with a select group of customers who are part of the portfolio mapped for their Financial Planning Insurance and Investment Requirements Ensures high levels of customer service orientation and application of bank policy Informs customers of new products or product...
