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22/01 Monika Agrawal
Director at GIPS Consultancy Services

Views:6720 Applications:151 Rec. Actions:Recruiter Actions:1

Investment Counselor - Bank (9-13 yrs)

Delhi/NCR/Chennai Job Code: 884417

We have job opening for the Post of Investment Counselors - Kotak Mahindra Bank

Level : M5/M6

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

Salary : up to 17L

Women-friendly workplace:

Maternity and Paternity Benefits

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