HR Consultant at GIPS Consultancy Services
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Investment Counselor - Bank (6-11 yrs)
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
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