Job Description
Investment Counsellor, Mutual Funds, Consumer Banking Group
DBS Bank • Bengaluru, Karnataka • via Jobs Trabajo.org
15 hours ago
Full–time
Apply on Jobs Trabajo.org
Apply on WhatJobs
Apply on Learn4Good
Apply on Recruit.net
Job description
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 across 600 branches across the country. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits (incl. structured solutions for NRI), investments, insurance, mortgages, credit cards and personal loans to help our customers realise their dreams and aspirations at every life stage.
Job Purpose
The incumbent will ensure awareness of and adherence to processes, policies and codes of conduct laid down for CBG frontline staff. He/she will help the RM's and coach on various investment products available in the bank. Also review the client's investment and update them on regular intervals.
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
Required Experience
• 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
Report this listing
DBS Bank
Glassdoor
3.+/5
+.3K reviews
AmbitionBox
3.8/5
2.1K reviews
Indeed
3.8/5
656 reviews
dbs.com
More jobs at DBS Bank
See web results for DBS Bank
B
BANK OF BARODA
Bank of Baroda (BOB) Recruitment
BANK OF BARODA • Doddaballapura, Karnataka • via Search For Jobs Hiring In India - 2026
7 hours ago
₹35K–₹40K a month
Full–time, Part-time and Contractor
Apply on Search For Jobs Hiring In India - 2026
Job description
Bank of Baroda (BOB) Recruitment : Business Correspondent Supervisor
Are you looking for a dynamic opportunity to work with one of India’s leading banks? Bank of Baroda (BOB) has announced recruitment for the position of Business Correspondent Supervisor on a contractual basis. This is a great chance to contribute to the financial inclusion initiatives of a prestigious banking institution.
Position Details
• Position Name: Business Correspondent Supervisor
• Number of Vacancies: Multiple
• Location: Various locations across India
• Job Type: Contractual
Eligibility Criteria
Educational Qualification:
• Retired employees of public sector banks (including BOB) with experience in rural banking OR
• Candidates with a minimum qualification of Graduation (in any discipline). Preference will be given to candidates with an IT/Computer background.
Age Limit:
• For retired bank employees: Up to 65 years.
• For other candidates: Minimum 21 years and maximum 45 years.
Experience:
• Preference for candidates with experience in banking, financial services, or microfinance.
Skills:
• Proficiency in local language(s).
• Knowledge of computers and mobile banking systems.
• Strong communication and interpersonal skills.
Roles and Responsibilities
• Oversee the activities of Business Correspondents (BCs) in their assigned area.
• Conduct field visits to ensure smooth operations and resolve customer grievances.
• Coordinate with bank branches for effective delivery of financial services.
• Ensure compliance with guidelines related to financial inclusion and BC operations.
• Submit periodic reports to the bank regarding BC performance and outreach activities.
Contract Tenure
• The initial contract period will be 12 months, extendable based on performance and bank requirements.
Remuneration
• Fixed pay: ₹15,000/- per month.
• Variable pay: ₹10,000/- based on performance and target achievement.
Application Process
• Visit the official Bank of Baroda website: www.bankofbaroda.in.
• Go to the "Careers" section and find the recruitment notification for Business Correspondent Supervisor.
• Download the application form.
• Fill in the required details and attach the following documents:
• Updated resume
• Proof of educational qualifications
• Experience certificates (if applicable)
• Age proof
• Recent passport-size photograph
• Submit the application via email or post to the designated address mentioned in the notification.
Important Dates
• Notification Release Date:
• Application Start Date:
• Last Date to Apply:
• Interview Date: To be announced for shortlisted candidates
Why Join Bank of Baroda?
• Work with a leading public sector bank committed to financial inclusion.
• Attractive remuneration package.
• Opportunity to make a positive impact in rural and semi-urban areas.
• Gain valuable experience in banking operations and community outreach.
Contact Information
For further details, contact:
• Recruitment Cell, Bank of Baroda
DBS Bank • Bengaluru, Karnataka • via Jobs Trabajo.org
15 hours ago
Full–time
Apply on Jobs Trabajo.org
Apply on WhatJobs
Apply on Learn4Good
Apply on Recruit.net
Job description
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 across 600 branches across the country. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits (incl. structured solutions for NRI), investments, insurance, mortgages, credit cards and personal loans to help our customers realise their dreams and aspirations at every life stage.
Job Purpose
The incumbent will ensure awareness of and adherence to processes, policies and codes of conduct laid down for CBG frontline staff. He/she will help the RM's and coach on various investment products available in the bank. Also review the client's investment and update them on regular intervals.
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
Required Experience
• 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
Report this listing
DBS Bank
Glassdoor
3.+/5
+.3K reviews
AmbitionBox
3.8/5
2.1K reviews
Indeed
3.8/5
656 reviews
dbs.com
More jobs at DBS Bank
See web results for DBS Bank
B
BANK OF BARODA
Bank of Baroda (BOB) Recruitment
BANK OF BARODA • Doddaballapura, Karnataka • via Search For Jobs Hiring In India - 2026
7 hours ago
₹35K–₹40K a month
Full–time, Part-time and Contractor
Apply on Search For Jobs Hiring In India - 2026
Job description
Bank of Baroda (BOB) Recruitment : Business Correspondent Supervisor
Are you looking for a dynamic opportunity to work with one of India’s leading banks? Bank of Baroda (BOB) has announced recruitment for the position of Business Correspondent Supervisor on a contractual basis. This is a great chance to contribute to the financial inclusion initiatives of a prestigious banking institution.
Position Details
• Position Name: Business Correspondent Supervisor
• Number of Vacancies: Multiple
• Location: Various locations across India
• Job Type: Contractual
Eligibility Criteria
Educational Qualification:
• Retired employees of public sector banks (including BOB) with experience in rural banking OR
• Candidates with a minimum qualification of Graduation (in any discipline). Preference will be given to candidates with an IT/Computer background.
Age Limit:
• For retired bank employees: Up to 65 years.
• For other candidates: Minimum 21 years and maximum 45 years.
Experience:
• Preference for candidates with experience in banking, financial services, or microfinance.
Skills:
• Proficiency in local language(s).
• Knowledge of computers and mobile banking systems.
• Strong communication and interpersonal skills.
Roles and Responsibilities
• Oversee the activities of Business Correspondents (BCs) in their assigned area.
• Conduct field visits to ensure smooth operations and resolve customer grievances.
• Coordinate with bank branches for effective delivery of financial services.
• Ensure compliance with guidelines related to financial inclusion and BC operations.
• Submit periodic reports to the bank regarding BC performance and outreach activities.
Contract Tenure
• The initial contract period will be 12 months, extendable based on performance and bank requirements.
Remuneration
• Fixed pay: ₹15,000/- per month.
• Variable pay: ₹10,000/- based on performance and target achievement.
Application Process
• Visit the official Bank of Baroda website: www.bankofbaroda.in.
• Go to the "Careers" section and find the recruitment notification for Business Correspondent Supervisor.
• Download the application form.
• Fill in the required details and attach the following documents:
• Updated resume
• Proof of educational qualifications
• Experience certificates (if applicable)
• Age proof
• Recent passport-size photograph
• Submit the application via email or post to the designated address mentioned in the notification.
Important Dates
• Notification Release Date:
• Application Start Date:
• Last Date to Apply:
• Interview Date: To be announced for shortlisted candidates
Why Join Bank of Baroda?
• Work with a leading public sector bank committed to financial inclusion.
• Attractive remuneration package.
• Opportunity to make a positive impact in rural and semi-urban areas.
• Gain valuable experience in banking operations and community outreach.
Contact Information
For further details, contact:
• Recruitment Cell, Bank of Baroda
💡 Quick Summary
Seeking a career-building opportunity? The Bank of Baroda (BOB) Recruitment position is now open for candidates interested in the Bank Jobs sector. This role in Bangalore offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
