Assistant Vice President, Investment Counsellor, Consumer Banking Group
On-site · Gurugram, Haryana, India
Job Summary
Role focuses on driving Investment product knowledge and client engagement within DBS India’s Consumer Banking Group in Gurgaon. Responsible for reviewing client portfolios, increasing Mutual Fund AUM and trail revenue, delivering training on investment products including MF, PMS, AIF and Forex, ensuring compliance with internal and regulatory guidelines, disseminating market updates and fund fact sheets to frontline staff, and collaborating with the Central Investment Product team to improve products and processes. Requires 7-10 years banking/NBFC experience, MF/PMS/AIF product knowledge, CFP/CFP preference, strong communication and interpersonal skills, and willingness to travel. Location-based duties at Gurgaon, with leadership in training RM teams and driving customer-centric investment solutions.
Required Qualifications
- Bachelor’s degree from a recognized university
- Post graduate qualifications 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
- At least 7-10 years of in Banks / NBFC handling client portfolio’s
- Knowledge of MF / PMS / AIF and all investment products
- Excellent communication, presentation and interpersonal skills
- Willing to travel
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