Investment Counsellor - Bank

Key Accountabilities, KPIs and Job Responsibilities:

- Ensure achievement of Investment Product Volumes and Revenue objectives of the VRM.

- Ensure AMFI certification / EUIN transfer of new joiners and existing team members and timely renewal of the same.

- Ensure implementation of investment sales process and the investment profile suitability of clients to the products purchased.

- Ensure sustainable trail income for the Bank through driving the Mutual Volumes while driving activation of team members for Investment and Forex products.

- Provide feedback from market and customers to Central Investment Product team for continuous improvement / ideation for new product and processes.

- Ensure timely dissemination of knowledge on products, market updates and fund fact sheets amongst front line team members and Unit Heads.

- Track the input activities of team members through client book analysis and align the activities to the desired investment volumes and revenue objectives.

- Always ensure customer-centricity, adherence to fair dealing norms and compliance to internal and regulatory guidelines at VRM.

- Ensure adequacy of product brochures, addendums and proposal forms at VRM repository and check for replenishment of sales kit of RMs

- Ensure complaint resolution within the approved TAT through coordination with Central Investment product team and insurer partners at VRM unit.