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NRI - Team Leader CBG

2.00 to 3.00 Years   Jaipur   07 Aug, 2020
DBS Asia Hub 2
Job LocationJaipur
EducationNot Mentioned
SalaryNot Disclosed
IndustryBanking / Financial Services
Functional AreaGeneral / Operations Management
EmploymentTypeFull-time

Job Description

  • Ensure achievement of Investment Product Volumes and Revenue objectives of the Branch / Cluster.
  • 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 Branch 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.
  • Ensure customer-centricity at all times, adherence to fair dealing norms and compliance to internal and regulatory guidelines at Branch / Cluster.
  • Ensure adequacy of product brochures, addendums and proposal forms at Branches 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 Branches.
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Keyskills :
salesforexcompliancermsoperationsjavadistributiontrustsbrochuresdrivingprocessinvestmentproductservicecustomerofficelaunch

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