Senior Associate, Investment Counsellor, Consumer Banking Group

DBS Bank Ltd; New Delhi; On-site; INR 2,500,000 - 3,800,000; Full time

Job summary

DBS Bank Ltd in New Delhi is seeking a Senior Associate, Investment Counsellor for the Consumer Banking Group. You will support RMs, coach on investment products, review client portfolios, and maintain engagement on investment discussions.

Requirements include 7–10 years in banks/NBFCs, a Bachelor’s degree, mandatory MF distribution exam and PMS certification, CFP preferred. Strong knowledge of MF/PMS/AIF, market updates, and excellent communication are essential; willingness to travel may be

Qualifications

• 7–10 years of banking/NBFC client portfolio experience
• MF distribution exam and PMS certification mandatory
• CFP preferred
• Strong knowledge of MF / PMS / AIF and investment products
• Excellent communication, presentation and interpersonal skills
• Willingness to travel as needed

Responsibilities

• Build MF AUM and trail revenue for assigned catchment
• Provide suitable recommendations per client risk profile and conduct periodic reviews
• Train RMs on investment products and market updates
• Disseminate knowledge on funds, market updates and fund fact sheets
• Ensure customer-centricity and compliance with internal/regulatory guidelines
• Drive investment penetration and RM productivity

Education

Bachelor's degree

Postgraduate desirable

Job description

## Senior Associate, Investment Counsellor, Consumer Banking GroupApply: New Delhi: Full time: Posted Today: End Date: December 31, 2026 (30+ days left to apply): WD89227**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 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. The role incumbent will review the client’s investment portfolios and update them on regular intervals. The incumbent will maintain client engagement on all investment discussions and assist in fulfilment of investment 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**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**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:**New Delhi**Job:**Product Sales**Schedule:**Regular**Employee Status:**Full time