Investment Councellor

Quotient Consultancy
  • Chennai, Hyderabad, Hubli
  • 10-12 lakh
  • 4-9 years
  • 28 Jul 2015

  • Sales/ Business Development/ Account Management

  • Banking - Retail
Job Description

Job Description

The Investments Counselor Specialist is responsible for key portfolio
drivers, strategic initiatives on Investments & Insurance.
Establish and maintain, synergy with Business Development Executive (BDE)
unit, controls & compliance and alternate investments


* Ensure uniformity across the IC team on conveying of house views, market
developments, product preferences and key portfolio actions.
* Identify key portfolio actions and cascade the opportunity to the
Regional and Circle ICs for ensuring action & monitoring progress.
* Working with the BDE unit to ensure we upgrade their skills and assist
them to acquire quality NOA relationships.
* Work with the Investments Product unit to provide feedback from frontline
on new product ideas/opportunities and vice versa.
* Work with the analytics unit to identify opportunity in the base towards:
(a) new to investment customers, (b) rebalancing opportunities, (c)
tracking of maturities
* Develop controls processes to ensure zero instances of wrong sales and
customer complaints.
* Coordinate with AMCs to organize regular and relevant client events
across key regions/cities.


Knowledge on capital markets & investments/insurance products, analytical
skills, team management skills, ability to influence and participate, focus
on execution

Qualification - MBA, CA

Experience - 5 to 7 years

Present Experience - Senior Investments Counselor, Senior Relationship
Manager, Branch Manager, Investment Advisors

Preferred Companies to Look for - ICICI Bank, HDFC Bank, Citibank, Standard
Chartered, Kotak Mahindra Bank

Competencies/Skill sets for this job

Banking Investments Portfolio Amcs Analytical Monitoring Progress

Job Posted By

About Organisation

Quotient Consultancy