Jagadheeshraj Rk

Certified Financial Planner | IIM Indore

Role: Regional Investment Counselor at DBS Bank
Location: Chennai, TN, IN
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

Experience

Regional Investment Counselor
DBS Bank
Jul 2023 — Present · Chennai, IN
Spearhead the investment strategy and business operations for the region- Partner with the product team to develop and refine investment strategies and product portfolios- Provide strategic support to Relationship Managers in client engagements and investment proposal development- Design and deliver advanced training programs to enhance the product acumen of Relationship Managers- Remain conversant with competitive market trends and recommendations- Oversee revenue generation and product distribution across channels and branches- Facilitate and participate in high-level training sessions and strategic briefings- Attain all designated sales and business objectives related to investment revenue- Collaborate with Relationship Managers on complex investment transactions and sophisticated product offerings.

Skills

Retail Banking
Life Insurance
Financial Analysis
Financial Risk
Personal Financial Planning
Microsoft Office
Wealth Management
Mis
Team Management
Relationship Management
Cross Selling
Portfolio Management

Contact information

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Work email
•••••@dbs.com
Personal email
•••••@•••••.com
Direct dial
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Current company

DBS Bank

Banking · 10K employees · Founded 1968 · 12 Marina Boulevard, DBS Asia Central @ Marina Bay Financial Centre Tower 3, SG

DBS is a leading financial services group in Asia with a presence in 19 markets. Headquartered and listed in Singapore, DBS is in the three key Asian axes of growth: Greater China, Southeast Asia and South Asia. The bank's "AA-" and "Aa1" credit ratings are among the highest in the world. Recognised for its global leadership, DBS has been named “World’s Best Bank” by Global Finance, “World’s Best Bank” by Euromoney and “Global Bank of the Year” by The Banker. The bank is at the forefront of leveraging digital technology to shape the future of banking, having been named “World’s Best Digital Bank” by Euromoney and the world’s “Most Innovative in Digital Banking” by The Banker. In addition, DBS has been accorded the “Safest Bank in Asia“ award by Global Finance for 14 consecutive years from 2009 to 2022. DBS provides a full range of services in consumer, SME and corporate banking. As a bank born and bred in Asia, DBS understands the intricacies of doing business in the region’s most dynamic markets. DBS is committed to building lasting relationships with customers, as it banks the Asian way. Through the DBS Foundation, the bank creates impact beyond banking by supporting social enterprises: businesses with a double bottom-line of profit and social and/or environmental impact. DBS Foundation also gives back to society in various ways, including equipping communities with future-ready skills and building food resilience. With its extensive network of operations in Asia and emphasis on engaging and empowering its staff, DBS presents exciting career opportunities. For more information, please visit www.dbs.com

dbs.com

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Experience

Regional Investment Counselor

Skills

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