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Monika Agrawal

Director at GIPS Consultancy Services

Last Login: 28 January 2021

1570

JOB VIEWS

58

APPLICATIONS

1

RECRUITER ACTIONS

Job Code

244217

Investment Counsellor - Bank

6 - 10 Years.Delhi NCR
Posted 8 years ago
Posted 8 years ago

We have an opening for Private Leading Bank as Investment Counsellors-Delhi/NCR

Location:-Delhi/NCR

Exp:-6-10 years

CTC:-18 Lac+ Incentives+Bonus

Job requirement/ Skills/ Knowledge -

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

- Good communication skills

- Ability to work with other people well

Job Description:-

- 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

If interested mail me your cv or call me 9136265540.

Avneet Kaur
9136265540

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Posted By

user_img

Monika Agrawal

Director at GIPS Consultancy Services

Last Login: 28 January 2021

1570

JOB VIEWS

58

APPLICATIONS

1

RECRUITER ACTIONS

Job Code

244217

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