Position Title: Investment Counselor
Business Group: Global Consumer Group
Department: Investment Sales
Function/Group: Retail Bank
- 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.