Job Role : Regional Investment Counselor - Banking
Min. Experience - 2 Years (Investment Counselor/Advisor is must )
Roles & Responsibilities :
- Need to manage a region (12-15 Branches) for the Investment business.
- Prime focus on activating the branches on investment fee and ensuring that all the staff is aligned to a common goal.
- Design various campaigns to drive the branches in order to get more Investment business for the region.
- Create buzz & environment for Investments business in the channels through activities & mind share initiatives.
- Accompanying RM team on business meetings & ensuring closure of sale.
- Ensure compliance for qualitative parameters - AMFI certification, Training, Sales process etc.
- Give feedback for product-development.
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