Assistant Vice President, Investment Counsellor, Consumer Banking Group
Core
Ensure awareness of and adherence to processes, policies and codes of conduct for frontline staff; coach Relationship Managers on investment products; review client investment portfolios and update them regularly.
Role type
Assistant Vice President, Investment Counsellor
Builds
Mutual Fund AUM and trail revenue for assigned region/unit
Domain
Consumer Banking, Investment Products (Mutual Funds, PMS, AIF)
Required skills
Investment portfolio management, Mutual Fund distribution, PMS management, AML compliance, Regulatory guidelines adherence, Client risk profiling, Team training and coaching, Market analysis
Preferred skills
CFP certification, Alternate investment knowledge, Forex knowledge
Technologies
None stated
Responsibilities
Increase Mutual Fund AUM and trail revenue for the assigned catchment/unit; Impart effective training on new product launch and refresher training on investment, alternate and Forex, AML; Ensure timely dissemination of knowledge on products, market updates and fund fact sheets amongst front line team members; Provide feedback from market and customers to Central Investment Product team for continuous improvement; Ensure right recommendations as per the client risk profile and periodic reviews for the clients
Seniority
Senior, hands-on IC