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Investment Counselor - HNI - Bank

11 - 15 yrs
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Not Disclosed by Recruiter Openings: 1 Posted 30+ days ago Job Applicants: 29 Job Views: 159

Job Description

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    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:Mutual Funds/Fund Management/Asset Management

Role:Sales Executive/Investment Advisor

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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Job Posted by

Ms. Monika Recruitment Consultant GIPS Consultancy Services Delhi

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