Investment Counsellor Head/CBG Treasures Investment Lead - Bank
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Investment Counsellor Head - North and East
Location : Delhi
Reporting to Investment Head
Grade : AVP/VP
Business Function
As the leading bank in Asia, Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, Company has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our customers realise their dreams and aspirations at every life stage. Our financial solutions are not only the best in the business - they were made just right for you.
Job Purpose
A person in this role will oversee ICs and RMs to ensure awareness of and adherence to processes, policies and codes of conduct laid down for CBG Treasures team. The role holder will help the RM's & ICs and coach on various investment products available in the bank. Also review the client's investment and update them on regular intervals
Key Accountabilities
- Impart effective training on new product launch / refresher training on investment, alternate and Forex, AML and other mandatory trainings to RMs and the ICs and track the same to comply with internal and regulatory guidelines.
- Ensure sustainable trail income for the Bank through driving the Mutual Volumes while driving activation of team members for Investment and Forex products.
- Provide feedback from market and customers to Central Investment Product team for continuous improvement / ideation for new product and processes.
- Ensure timely dissemination of knowledge on products, market updates and fund fact sheets amongst front line team members and Unit Heads.
- Always ensure customer-centricity, adherence to fair dealing norms and compliance to internal and regulatory guidelines.
- Increase Investment penetration and RM & IC productivity
Job Duties & Responsibilities
- Ensure to build up MF AUM and trail revenue for the assigned catchment/ unit
- Ensure ICs and RMs provide right recommendations as per the client risk profile and periodic reviews for the clients
- Training and keeping the RM's & ICs updated on all latest market updates/ products
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