kolkata west bengal investment banking Jobs – 47 Open Jobs Today

Assistant Vice President, Investment Counsellor, Consumer Banking Group
DBS Bank —Kolkata, West Bengal
- Full-time
- Master's degree
- Bachelor's degree
- Travel
Investment Specialist, PvB
Standard Chartered —Kolkata, West Bengal
- Health insurance
- Paid sick time
Senior Associate, Specialist, Credit Analysis, Middle Market, Institutional Banking Group
DBS Bank —Kolkata, West Bengal
- Full-time
- Sales
- Writing skills
- Finance
Banking Associate
Upturn United Consultancy Private Limited. —Kolkata, West Bengal
- From ₹15,000 a month
- Full-time
- Bachelor's degree
- Financial services
- In-person
Quick apply
20h
Senior Officer, Relationship Manager-Loan Against Property, Consumer Banking Group
DBS Bank —Kolkata, West Bengal
- Full-time
- Analysis skills
- Communication skills
- Banking
Associate - SaT - GOV - SaT - TCF - Infrastructure Advisory - Kolkata
EY —Kolkata, West Bengal
- Civil engineering
- Management
- Computer Science
Senior Associate - SaT - TMT - SaT - TCF - Financial Diligence - Kolkata
EY —Kolkata, West Bengal
- Data analysis skills
- Analysis skills
- Computer networking
8d
Senior Associate - SaT - GOV - SaT - TCF - Infrastructure Advisory - Kolkata
EY —Kolkata, West Bengal
- Master's degree
- Analysis skills
- Agile
6d
Fund Administrator
HSBC Global Services Limited —Kolkata, West Bengal
- Full-time
- Microsoft Word
- Microsoft Excel
- English
22h
Officer, Customer Service Officer, Consumer Banking Group
DBS Bank —Kolkata, West Bengal
- Full-time
- Bachelor's degree
- Computer skills
- Communication skills
Capital Market / Stock Market Trainer
Bijoy Capital Financial Services Pvt LTD —Kolkata, West Bengal
- ₹20,000 - ₹30,000 a month
- Part-time
- Finance
- Master's degree
- Bachelor's degree
Quick apply
2d
Manager - Invoice To Cash (Generalist)
Genpact India Pvt. Ltd. —Kolkata, West Bengal
- Full-time
- Microsoft Excel
- English
- Microsoft Office
Quick apply
Corporate Finance Head
Jalan Group of Industries —Kolkata, West Bengal
- ₹1,75,000 - ₹1,80,000 a month
- Full-time
- Microsoft Excel
- Finance
- Master's degree
Quick apply
11d
Executive Assistant - SaT - National - CBS - AWS - SaT Executive Assistants - Kolkata
EY —Kolkata, West Bengal
- English
- Master's degree
- AWS
Client Relationship Executive (Freshers & Exp.)
Geekout Cooperation LLP —Kolkata, West Bengal
- ₹25,000 - ₹30,000 a month
- Full-time
- Customer service
- English
- Finance
Quick apply
7d
MT AP
Genpact India Pvt. Ltd. —Kolkata, West Bengal
- Full-time
- Oracle
- Software troubleshooting
- ERP systems
Quick apply
Senior Manager - LDT
Genpact India Pvt. Ltd. —Kolkata, West Bengal
- Full-time
- Microsoft Excel
- English
- Finance
Quick apply
Senior Officer, Branch Relationship Manager, Consumer Banking Group
DBS Bank —Salt Lake, Kolkata, West Bengal
- Full-time
- 12th Pass
- Bachelor's degree
- Banking
PD RTR
Genpact India Pvt. Ltd. —Kolkata, West Bengal
- Full-time
- Hybrid work
- English
- Finance
- Master's degree
Quick apply
Manager Operations - PRIVATE ASSETS
HSBC Global Services Limited —Kolkata, West Bengal
- Full-time
- Bachelor's degree
- Team management
- Accounting
22h

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Assistant Vice President, Investment Counsellor, Consumer Banking Group

DBS Bank -
Kolkata, West Bengal

Apply Now

Job details

Full-time

Qualifications

Master's degree
Bachelor's degree
Communication skills

Full 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. 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:

Kolkata-DBIL

Job:

Product Sales

Schedule:

Regular

Employee Status:

Full time

Apply Now

Refine Your Search

investment banking jobs in kolkata west bengal

Assistant Vice President, Investment Counsellor, Consumer Banking Group

Investment Specialist, PvB

Senior Associate, Specialist, Credit Analysis, Middle Market, Institutional Banking Group

Banking Associate

Senior Officer, Relationship Manager-Loan Against Property, Consumer Banking Group

Associate - SaT - GOV - SaT - TCF - Infrastructure Advisory - Kolkata

Senior Associate - SaT - TMT - SaT - TCF - Financial Diligence - Kolkata

Senior Associate - SaT - GOV - SaT - TCF - Infrastructure Advisory - Kolkata

Fund Administrator

Officer, Customer Service Officer, Consumer Banking Group

Capital Market / Stock Market Trainer

Manager - Invoice To Cash (Generalist)

Corporate Finance Head

Executive Assistant - SaT - National - CBS - AWS - SaT Executive Assistants - Kolkata

Client Relationship Executive (Freshers & Exp.)

MT AP

Senior Manager - LDT

Senior Officer, Branch Relationship Manager, Consumer Banking Group

PD RTR

Manager Operations - PRIVATE ASSETS

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