Job Description

Investment Councilor

Job Description

Position Title: Investment Counselor

Business Group: Global Consumer Group

Department: Investment Sales

Grade/Level: C12

Function/Group: Retail Bank

Location: Mumbai

  • Discuss and advise opportunities to sell relevant products to potential clients
  • Educate and update RM on products
  • Ensure compliant selling
  • Joint calls with RM’s to enhance call effectiveness
  • Review call outcomes with RM’s and discuss plan to engage efficiently with a client basis his profile
  • Deliver revenue & throughput plan of the branch(es) handled
  • Individual Contributor
  • Ensuring branch revenues are delivered on the investment line
  • Working on portfolio drivers to deepen base.
  • Regular training with RM’s to keep them up the curve on market movements. 
Qualifications
  • MBA preferred