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AVP - Investment Counselor - Branch Banking/Priority Banking - Bank (6-10 yrs)
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
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
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