Senior Associate, Investment Counsellor, Consumer Banking Group
Core
Coach Relationship Managers on investment products, review client portfolios, and drive mutual fund AUM growth for assigned regions.
Role type
Senior Associate, Investment Counsellor (Consumer Banking)
Builds
Mutual fund assets under management (AUM) and trail revenue for the bank
Domain
Consumer Banking / Wealth Management
Required skills
Mutual fund distribution, Portfolio management, Risk profiling, Market analysis (Debt/Equity), Regulatory compliance, Team training
Preferred skills
CFP certification, PMS certification, Alternate investment knowledge, Forex knowledge
Technologies
N/A
Responsibilities
Coach RMs on new investment products and mandatory trainings, Review and update client investment portfolios, Drive mutual fund volumes and activation of team members, Disseminate market updates and fund fact sheets to frontline staff, Ensure adherence to fair dealing norms and regulatory guidelines
Seniority
Senior, hands-on IC