Director at GIPS Consultancy Services
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Investment Counselor - Bank (9-13 yrs)
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.
- Client meetings / coverage / joint calls
- Portfolio creation
- Portfolio reviews
- Training & development
Salary : up to 17L