Investment Counsellor - Wealth Management & Mutual Funds - Bank

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