Investment Counsellor (IC)

2 - 7 Years

Job Description

Identifies current and potential relationship with additional revenue potential and grow business

Generating Incremental Business

Completes sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc.

Proactively sell the full range of consumer and commercial product to current and potential HNI Relationships

Deepens relationship to increase CASA balance in allocated portfolio

Drives higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank

Customer Engagement:

Ensures portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values

Investment Advisory

Financial Planning and Investment Advisory to HNI clients through careful analysis and identification of customer needs and accordingly proposing appropriate products

Drives revenue business to generate fee income through products like mutual funds, investments and insurance

Process and Audit

Ensures all sales activity is recorded online as per the organizational process

Salary: Not Disclosed by Recruiter

Industry:Banking / Financial Services / Broking

Functional Area:Financial Services, Banking, Investments, Insurance

Role Category:Treasury

Role:Sales/Business Development Manager-Derivatives


Desired Candidate Profile

Please refer to the Job description above

Company Profile

Skill Ventory

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Contact Company:Skill Ventory