This job offer is not available in your country.

Assistant Vice President,Treasures Investment Counsellor, Consumer Banking Group

DBS BankNew Delhi, Delhi, India

30+ days ago

Job description

Assistant Vice President,Treasures Investment Counsellor, Consumer Banking Group-(WD74285)

Business Function

DBS Consumer Banking Group is in a unique position to our customers realize 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. He / she will also be responsible for continuously identifying new areas of focus requiring creation of controls / processes absent or inadequate, process strengthening and additional monitoring. This person’s work will be used for monitoring health (compliance to regulatory and bank standards) and preparing for future risk perceived areas.

Key Accountabilities & Job Responsibilities

Ensure achievement of Investment Product Volumes and Revenue objectives of the VRM.

Ensure AMFI certification / EUIN transfer of new joiners and existing team members and timely renewal of the same.

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 implementation of investment sales process and the investment profile suitability of clients to the products purchased.

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.

Track the input activities of team members through client book analysis and align the activities to the desired investment volumes and revenue objectives.

Always ensure customer-centricity, adherence to fair dealing norms and compliance to internal and regulatory guidelines at VRM.

Ensure adequacy of product brochures, addendums and proposal forms at VRM repository and check for replenishment of sales kit of RMs

Ensure complaint resolution within the approved TAT through coordination with Central Investment product team and insurer partners at VRM unit.

Requirements

Demonstrated track record in FLOD, managing regulatory and operational risk along with process adherence

Exposure to monitoring of sales processes & regulatory compliance will be highly advantageous

Intensive knowledge of Indian banking and regulatory guidelines

Equipped with knowledge of sales & client interface best practices / industry developments

Minimum 7 – 9 years experience in banking, first line of defence (FLOD), continuous audits and process controls

Experience of multi-tasking, managing multiple stakeholders and independently having senior level interactions

Prior exposure to process writing, controls and governance

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

Professional qualifications or certifications on process adherence, audits, etc. are desirable but not mandatory

Core Competencies

Effective probing and listening skills.

Strong Relationship Management and influencing skills

Self-driven and ambitious.

Good written and verbal communication skills

Results-orientated & the ability to deliver results under pressure

Understanding of competitive positioning

Strong service orientation, customer-centric behavior.

Focused on developing image and good will of the brand

Creative, inquisitive mind with problem solving abilities.

Ability to deliver results within tight timelines.

Attention to details, analyzing abilities.

Technical Competencies

Understanding of HNI Sales / wealth management product suite, platforms and operational procedures

Understanding of banking and para-banking guidelines issued by RBI (local regulations in India) and local laws and regulations that impact businesses in general.

Understanding of KYC requirements & Anti-money Laundering Policies.

Knowledge of financial markets and products to assist in meaningful engagement with clients.

Work Relationship

Management of clients and prospects for acquisition and deepening of wallet share.

Close interaction with Treasures Elite Team Leader, City / Cluster Head, Branch Service and Operations team to ensure consistent delivery of volume and revenue targets.

Close and regular interaction with Branch Product specialists for effective skill / knowledge development of self and explore potential in existing book through joint engagement with clients.

Mandatory Training

GCAP (Group Customer Acceptance Policy)

BCAP (Business Customer Acceptance Policy)

AML (Anti Money Laundering) and KYC Guidelines

PIP (Personal Investment Policy)

ORM (Operational Risk Management)

Information Security Policy

DBS India - Culture & Behaviors

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

Execute at speed while maintaining error free operations

Maintain the highest standards of honesty and integrity

Primary Location

India-Delhi-New Delhi

Product Sales

Schedule

Regular

Employee Status

Full-time : Job Posting

May 29, 2025, 2 : 44 : 20 AM

Create a job alert for this search

Counsellor • New Delhi, Delhi, India

Related jobs

Promoted
New!

Investment Banking Intern

Star Trooper MediaDelhi, IN

Kickstart Your Journey in the world of Investment Banking !.We are transforming how startups and businesses raise capital. With a global presence and a robust network of top-tier investors, we empo...Show moreLast updated: 17 hours ago

Associate - Healthcare Investment Banking

2070HealthIN

Remote

Quick Apply

Please note this role is not for 2070 Health •.Health is a boutique digital health innovation consultancy and venture studio. We are a clinician-led company with over two decades of experience in dig...Show moreLast updated: 30+ days ago

Promoted
New!

Vice President Operations

Vouchagram India Pvt LtdNew Delhi, Delhi, India

We are seeking a dynamic and results-driven Operations Head to lead and oversee our e-commerce operations with a strong emphasis on inventory management, automation, client handling, order manageme...Show moreLast updated: 17 hours ago

Assistant Vice President - Internal Audit - GCB - US Consumer

CITIINDIA

Whether youre at the start of your career or looking to discover your next adventure, your story begins here.At Citi, youll have the opportunity to expand your skills and make a difference at one o...Show moreLast updated: 30+ days ago

Promoted

Vice President - Information Technology

Careerfit.aiDelhi, IN

Remote

We are looking for an experienced and visionary Vice President of IT (VP-IT) to lead a strategic transformation of our IT department. This executive role will be pivotal in transitioning IT from a c...Show moreLast updated: 30+ days ago

Assistant Counsellor

AEC - Abroad Education ConsultantsNew Delhi, Delhi, India

We are looking for passionate candidates.The suitable candidate should have a passion for.They are expected to assist students throughout their study abroad journey from shortlisting the right-fit ...Show moreLast updated: 9 days ago

Promoted

Vice President Operations

ArcanaDelhi, IN

We’re hiring a dynamic and experienced Leader to head our Data & Integration Operations team.This role requires a strong mix of leadership, execution, and collaboration, ideally with experience in ...Show moreLast updated: 24 days ago

Promoted

Assistant Vice President Commercial (Aviation Background)

Air India SATS Airport Services Private Limited (AISATS)Delhi, India, India

To promote and profitable grow AISATS’ handling business and market share.Meet up with competitor-handled airlines to establish relationship and gather market information.Identify potential airline...Show moreLast updated: 9 days ago

Access Management - Assistant Vice President

State StreetINDIA

The lead engineering role will serve as a GCS (Global Cyber Security) subject matter expert collaborating with the development, platform and architecture teams to implement and support various secu...Show moreLast updated: 30+ days ago

Legal, Investment Banking Legal, Vice President, Singapore

Goldman Sachs Services Pvt LtdINDIA

At Goldman Sachs, we connect people, capital and ideas to help solve problems for our clients.We are a leading global financial services firm providing investment banking, securities and investment...Show moreLast updated: 30+ days ago

IIFL - VP / DVP / AVP

IIFL (India Infoline Group)Delhi, India

IIFL Capital Services Limited (Formerly IIFL Securities Capital Services Limited (Formerly IIFL Securities Limited) has a legacy of about two decades in retail broking and financial product distri...Show moreLast updated: 24 days ago

Promoted

Assistant Vice President Human Resources

A Housing Finance EntityNew Delhi, Delhi, India

Position - Senior Manager / AVP - HRBP.Our client is a young, dynamic, visionary company in the Indian credit markets.A leading Fintech player and well diversified in 4 main businesses : Corporate L...Show moreLast updated: 9 days ago

Promoted

Assistant Vice President – SaaS Pricing – Agentic AI

GenpactDelhi, IN

Ready to build the future with AI?.At Genpact, we don’t just keep up with technology—we set the pace.AI and digital innovation are redefining industries, and we’re leading the charge.Genpact’s AI G...Show moreLast updated: 9 days ago

Vice President - Business Development - Alternate Investment Fund

Virtuous Advisors & Resources Private LtdDelhi, India

Vice President of Business Development AIF Key Responsibilities : - Lead business origination and deal sourci...Show moreLast updated: 1 day ago

Investment Banking Analyst

White ForceDelhi

Role -Perform detailed research including industry research, transactions analysis, company and investor.Actively participate in identifying, source and reach out to the potential leads .Work and p...Show moreLast updated: 30+ days ago

Promoted

Vice President

SMC IndiaDelhi, India, India

We are seeking an experienced and strategic Vice President (North)– P&L Management to lead and manage business operations within SMC Integrated Facility Management domain.The ideal candidate will h...Show moreLast updated: 16 days ago

Assistant Vice President

iServe FinancialINDIA

Job Description Develop plans and strategies for developing business and achieving the company sales goals.Create a culture of success and ongoing business and goal achievement possibly more impor...Show moreLast updated: 30+ days ago

Vice President

Bank of AmericaINDIA

Bank of America is one of the worlds leading financial institutions, serving individual consumers, small and middle-market businesses and large corporations with a full range of banking, investing,...Show moreLast updated: 30+ days ago