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21/05 Priyanka Pandya
HR Consultant at GIPS Consultancy Services

Views:3765 Applications:89 Rec. Actions:Recruiter Actions:16

Investment Counselor - Bank (6-11 yrs)

Delhi NCR/Kolkata/Rajkot/Surat/Vadodara/Baroda Job Code: 700398

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

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

Women-friendly workplace:

Maternity and Paternity Benefits

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