Investment Counselor Associate

6 days ago


Pune, Maharashtra, India DBS Bank Full time

Job Title: Associate, Investment Counselor


Job Summary:


DBS Bank is seeking a skilled Investment Counselor Associate to join our team. As a key member of our Consumer Banking Group, you will be responsible for distributing third-party investment products to clients through our Virtual Relationship Manager (VRM) channel.


Main Responsibilities:



  • Distribute third-party investment products, including unit trusts, alternatives, and forex, to clients through the VRM channel.
  • Support the VRM team in achieving their volume and revenue objectives through a need-based selling approach.
  • Ensure the timely execution of investment sales processes and the suitability of clients' investment profiles.
  • Provide training and support to team members on new product launches and investment, alternative, and Forex products.
  • Analyze client books and track the performance of team members to align with desired investment volumes and revenue objectives.
  • Ensure customer-centricity and adherence to fair dealing norms and compliance with internal and regulatory guidelines.
  • Collaborate with the Central Investment Product team to resolve discrepancies and minimize revenue leakages.
  • Develop and maintain strong relationships with team members, clients, and prospects.

Requirements:



  • 8-10 years of experience in retail banking or NBFCs, with 4-5 years in a private/MNC bank setup.
  • Proven sales track record in the financial services industry.
  • Sound understanding of investment, Forex, and wealth management products.
  • AMFI certification and FEDAI (IIBF) certification preferable.
  • Graduate or Post Graduate with an MBA in relevant fields.

Working with DBS:



  • Drive performance through value-based propositions.
  • Ensure customer focus by delighting customers and reducing complaints.
  • Build pride and passion to protect, maintain, and enhance DBS' image and reputation.
  • Enhance knowledge base, build skill sets, and develop competencies.
  • Invest in team building and motivation through ideation and 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.

About DBS:


DBS Bank is a leading financial services group in Asia, with a strong presence in consumer banking, corporate and investment banking, and asset management.


Why Join DBS:


At DBS, we offer a dynamic and supportive work environment, opportunities for career growth and development, and a competitive remuneration package.


How to Apply:


Please submit your application through our website or email it to [insert email address]. We look forward to hearing from you.



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