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21/05 Priyanka Pandya
HR Consultant at GIPS Consultancy Services

Views:5220 Applications:103 Rec. Actions:Recruiter Actions:3

Investment Counselor - Virtual Relationship Manager (5-10 yrs)

Bangalore/Chennai/Delhi NCR/Mumbai Job Code: 700390

Position Name: Investment Counselor - Virtual Relationship Manager

Department VRM Channel

Location Thane _ Mumbai

CTC - upto 14Lac

Reporting Relationships Investment Product Team

Position Grade Manager Chief Manager

The ICs will support the VRMs to achieve the Investment Business Targets.

- Ownership of the Investments target (Lumpsum and SIP) of the RMs mapped to the IC.

- Increase of Mutual Fund AUM for the mapped RMs.

- Penetration of client base for creating new investors in MF / investments from existing client base.

- Increase in (investments products) productivity of RMs.

- Qualitative

Portfolio construction and reviews

Training & Development of the RMs

Process adherence

- In depth domain knowledge of

Mutual Fund investments in detail, PMS

Equity Market. Current Economy.

Distribution / Channel management.

- Good communication skills

- Good market knowledge

- Good interpersonal 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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