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28/07 Ankita

Views:430 Applications:55 Rec. Actions:Recruiter Actions:0

Investment Counsellor - Wealth Management & Mutual Funds - Bank (5-8 yrs)

Bangalore/Mumbai/Delhi NCR Job Code: 1132422

We have job opening for the Post of Investment Counselors - Wealth management & Mutual Funds for Top Bank

Level : Sr Manager /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

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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