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Investment Counselor - Bank

9 - 13 yrs
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Not Disclosed by Recruiter Openings: 1 Posted 30+ days ago Job Applicants: 23 Job Views: 138

Job Description

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    We have job opening for the Post of Investment Counselors

    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: Not Disclosed by Recruiter

Industry: Banking, Financial Services, Broking

Functional Area: Financial Services , Banking , Investments , Insurance

Role Category:Operations/Processes

Role:Investment/Treasury Manager

Employment Type: Full Time, Permanent



UG: Any Graduate - Any Specialization

PG:Any Postgraduate - Any Specialization

Doctorate:Doctorate Not Required

Company Profile:

GIPS Consultancy Services

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Ms. Monika Recruitment Consultant GIPS Consultancy Services Delhi

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