AVP - Investment Counselor - Branch Banking/Priority Banking - Bank

Department: Branch Banking/Priority Banking

Grade - AVP

Job Role -

- Ownership of the Investments target of the cluster / location that they are mapped to

- AUM increase

- Penetration of client base for creating new investors in MF / investments from existing client base

- Increase in (investments products) productivity of RMs

- Acquisitions (NTB) attributed to presence of IC i.e NTB opened by RMs on the back of investments due to the presence of the IC

- Qualitative

Client meetings / coverage / joint calls

Portfolio creation

Portfolio reviews

Training & development

Skills needed:

- Domain knowledge of the investments, capital markets, distribution / channel management.

- Excellent communication skills

- Ability to work with other people well

Education

- Post graduate

- Preferably MBA finance

- CFA & CFP will be preferred

Experience

- Similar to Priority Area Managers

- 6-10 years work experience in NBFC, Banks, Mutual Fund industry