Investment Counselor - Bank

Client: Private Sector bank!

This Opening is with Private sector bank for Investment Counselor serves - Branch Banking - Business vertical is a part of - Retail Liabilities- division of our Consumer Bank segment. It is premium banking proposition designed to cater to the financial planning, banking and investment needs of the fast growing affluent consumer segment. The programme brings in several best in class, technology savvy and financially smart offerings for its customers to give them a holistic and convenient financial services experience.

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

I'd like to have a dialogue with you about your career goals.

If you are interested in having a further discussion please share you contact details / contact me on the details below.

7600631670