Investment Counselor - Bank (5-10 yrs)
Location : Delhi/NCR/Chennai
Investment Counselors - Leading Bank
We have job opening for the Post of Investment Counselors - Leading bank
Level : M 6/M7
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.
- Client meetings / coverage / joint calls
- Portfolio creation
- Portfolio reviews
- Training & development
Salary : up to Negotiable
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.