Investment Counselor - Bank

We have opening in Top Leading Bank - Investment Counselors

Job Title: Investment Counselors

Level: M5/M6

Department: Priority Location:

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

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

Educational Qualifications - Similar to PRMs

Experience Profile - Similar to PAMs

Personality Traits - Similar to PAMs