20/11 Ankita

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AVP - Investment Counselor - Branch Banking/Priority Banking - Bank (6-10 yrs)

Bangalore/Chennai/Delhi NCR/Mumbai Job Code: 766737

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


- Post graduate

- Preferably MBA finance

- CFA & CFP will be preferred


- Similar to Priority Area Managers

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

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

Women-friendly workplace:

Maternity and Paternity Benefits

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