Investment Counselor - Bank

Job Title : Investment Counselors

Level : M5/M6

CTC : upto 20 Lac

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 :

a. Client meetings / coverage / joint calls

b. Portfolio creation

c. Portfolio reviews

d. Training & development-

JOB REQUIREMENTS :

Skills/Knowledge prerequisites :

- Domain knowledge of the investments, capital markets, distribution / channel management.

- Good communication skills

- Ability to work with other people well