DBS Bank
Location
Mumbai | India
Job description
Job Purpose
Major focus will be to grow Investment AUM, increase revenue from Investment Products and meet highest standards of data accuracy and integrity in dealing with customer data. Provide meaningful insights into client portfolios to aid decision making by undertaking holistic analysis of portfolios.
Key Accountabilities
Ø To meet Investment Product volume targets and revenue objectives
Ø Assisting frontline with client portfolio evaluation and investment product related data, analytics and presentations
Ø Deepen customer relationships and increase wallet share across DBS product offerings (forex, insurance and retail asset products)
Ø Increase/support overall revenue per customer through detailed portfolio evaluation
Ø Ring fence (RM moving out of system) and Risk Management (High Single Product / Scheme concentration) for key clients
Ø Adhere to SEBI Regulations, financial regulations and compliance standards both internally and externally
Job Duties & responsibilities
Required Experience
At least 3 years of work experience in Financial Services / NBFC/ Investment Company of which minimum 1years should be experience in wealth / investments
Education / Preferred Qualification
MBA or CA
NISM Certification for MFs and or PMS
Certified Financial Planner (CFP) will be added advantage
Core Competencies
Technical Competencies
Well versed with EXCEL tools and Power Point Presentations
Exposure to External MF Software like NGEN, ICRA, Morning Star
Exposure to Financial Modelling
Data Analysis tools to help users to track & visualize the data
Work Relationship
Work across internal teams (RMs and ICs) and external members (clients) without any ego.
Job tags
Salary
