Investment Counsellor, Mutual Funds, Consumer Banking Group

B
BANK OF BARODA


Bank of Baroda (BOB) Recruitment
BANK OF BARODA • Karnataka • via Search For Jobs Hiring In India - 2025
7 hours ago
₹35K–₹40K a month
Full–time, Part-time and Contractor
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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.

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DBS Bank


Investment Counsellor, Mutual Funds, Consumer Banking Group
DBS Bank • Bengaluru, Karnataka • via Jobs Trabajo.org
15 hours ago
Full–time
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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

India
Karnataka
Bangalore Show on map Get directions