Investment Counsellor - Investment Products

1. Ownership of the Asset Gathering Target of the Zone & assigned territory

2. Train, enable and influence branch team to sell investment products- MF, PMS, AIF, PE and SP.

3. Doing joint meetings with HNI customers of branch teams for cross sell

4. Help branch team achieve their cross-sell targets.

5. Periodic review of client's portfolio to ensure that they are in line with client's investment objectives.

6. Penetration of existing client base for creating new investors in MF/Investments from existing client base.

7. Regular interaction with the product providers for product updates, market feedback etc and internally communicate the same