Job Title - Investment Counselor

Functional Title - M/ SM/AVP

Grade - SM/AVP Management , Band - Middle Management

Business - Unit TPD, Division TPD

Department - TPD, Location, MMR

Reporting to RBL - TPD No. of Direct Reports 0

SECTION II : ROLE SUMMARY :

The role holder is responsible for managing :

SECTION III: KEY RESPONSIBILITIES/ ACCOUNTABILITIES

Strategic/ Managerial Responsibilities:

- Building a focus towards investment X-sell among RM population & Building on Investment penetration of HNI clients

- Moving towards an advisory model on wealth products for HNIs by offering structures across platforms including alternate products

Core Responsibilities :

- Ensuring RM activation & focus on investment products. Going on Joint meetings to build volumes along with new to investment penetration of the portfolio

- Ensuring 100%complaince of regulatory matters including EUIN & NISM within timelines

- Training RMs & building knowledge levels through training /workshops/in coordination with partner team

People Management or Self- Management Responsibilities:

- Overall building on AUM by growing investment book of the bank and ensuring one stop platform for managing client investments across wealth products/platforms -

- Inculcating client risk profiling before reviewing client portfolios & making recommendations and ensuring portfolio rebalancing basis needs of client

Risk and Internal Control

Responsibilities:

- 100% of certification to be driven

SECTION IV: KEY INTERACTIONS

Key Internal:

Interactions Purpose of Interaction

Product Team :

- Inputs from product & processes to be driven

- Relationship Managers

- Operations :

Key External Interactions - Clients

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